The Fund Grade · free · no account needed

What grade does IGLGX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

B

Fundprints Fund Grade · as of 2026-10-01

Columbia Select Global Equity Fund Class A

#104 of 500 graded active funds · blend · large segment peer group

The point · specialist footprint

IGLGX puts more of its book behind proven specialists than 84% of graded funds.

Bottom 20%

Bottom 40%

Middle

Top 40%

● Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8% per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.

10,000+ funds tracked · the graded specialists among them drive every read

The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

IGLGX vs the Honor Roll · share card ↗

Conviction exposure

50.8%

of the book in specialist-converged names

Late-stage weight

20.5%

of the book in Crowded or Fading names

Active share

89%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book: top names by stage · as of 2026-10-20

Early Conviction
LRCX 8.1%NVDA 8%AMZN 4.9%+3 locked
Consensus
WDC 5.7%MA 4.3%V 2.9%+8 locked
Crowded
GOOGL 5.5%FTI 1%INSM 1%+1 locked
Fading
HWM 3.9%WMT 3.7%TJX 1.9%

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

IGLGX earns a B grade, ranking 104 of 500, with just over half its assets backed by specialist investors. The early positioning in Linde and Thermo Fisher is a real bright spot, but fading specialist interest in Howmet Aerospace and Walmart across nearly 10% of the fund is worth watching closely.

→ Monitor HWM and WMT together, as specialists are leaving both and they combine for 7.6% of the fund.

→ Check whether the Early Conviction weight in LIN and TMO is growing, since that is where the fund's forward case is being built.

Support leaving these positions

GOOGL 5.5% of the fund · Crowded

HWM 3.9% of the fund · Fading

WMT 3.7% of the fund · Fading

TJX 1.9% of the fund · Fading

FTI 1% of the fund · Crowded

Where it's genuinely early

LRCX 8.1% of the fund · Early Conviction

NVDA 8% of the fund · Early Conviction

AMZN 4.9% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

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