The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Hartford Growth Opportunities R5 HGOTX
- NAV / 1-Day Return 57.32 / −0.95 %
- Total Assets 4.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.860%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 88%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis HGOTX
Will HGOTX 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 49.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 9.78 | 507.7 Mil | Technology |
Amazon.com Inc | 8.56 | 444.2 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 5.66 | 294.0 Mil | Communication Services |
Alphabet Inc Class A | 4.58 | 237.7 Mil | Communication Services |
Eli Lilly and Co | 4.46 | 231.3 Mil | Healthcare |
Apple Inc | 4.32 | 224.1 Mil | Technology |
Microsoft Corp | 4.23 | 219.3 Mil | Technology |
Broadcom Inc | 3.02 | 156.6 Mil | Technology |
Salesforce Inc | 2.75 | 142.9 Mil | Technology |
Tradeweb Markets Inc | 2.38 | 123.3 Mil | Financial Services |