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Hartford Core Equity A HAIAX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 48.27  /  0.64 %
  • Total Assets 9.8 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.77%
  • Turnover 19%

Morningstar’s Analysis HAIAX

Will HAIAX outperform in future?

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

Changes on the horizon.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

While Hartford Core Equity is losing its veteran lead manager next year, an experienced team with robust support remains.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HAIAX

  • Current Portfolio Date
  • Equity Holdings 63
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 39.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.40
693,793,424
Technology
6.04
565,732,462
Technology
4.99
467,527,902
Communication Services
4.87
456,869,146
Consumer Cyclical
3.71
347,413,172
Technology
2.88
270,274,299
Communication Services
2.80
262,495,310
Healthcare
2.40
225,218,524
Financial Services
2.16
202,573,444
Healthcare
2.16
202,338,329
Consumer Defensive