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Morningstar

Hartford Healthcare HLS IB HBGHX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 14.58  /  −0.55 %
  • Total Assets 134.9 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.24%
  • Turnover 28%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:52 PM GMT+0

Morningstar’s Analysis HBGHX

Will HBGHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HBGHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HBGHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HBGHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Hartford Healthcare HLS IB's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HBGHX

More HBGHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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