While Hartford Core Equity is losing its veteran lead manager next year, an experienced team with robust support remains.
Hartford Core Equity R5 HGITX
- NAV / 1-Day Return 50.06 / −0.46 %
- Total Assets 9.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.460%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.87%
- Turnover 19%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis HGITX
Will HGITX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.52 | 758.3 Mil | Technology |
NVIDIA Corp | 5.28 | 532.2 Mil | Technology |
Amazon.com Inc | 5.18 | 522.2 Mil | Consumer Cyclical |
Alphabet Inc Class A | 4.74 | 477.9 Mil | Communication Services |
Apple Inc | 4.65 | 469.3 Mil | Technology |
Meta Platforms Inc Class A | 3.42 | 345.4 Mil | Communication Services |
JPMorgan Chase & Co | 2.58 | 260.1 Mil | Financial Services |
Eli Lilly and Co | 2.38 | 240.0 Mil | Healthcare |
Broadcom Inc | 2.23 | 225.2 Mil | Technology |
Mastercard Inc Class A | 2.23 | 224.5 Mil | Financial Services |