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Morningstar

Hartford Core Equity A HAIAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 40.73  /  1.32 %
  • Total Assets 9.7 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 Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.91%
  • Turnover 15%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis HAIAX

Will HAIAX 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 HAIAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HAIAX 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 HAIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A reliable option with veteran leadership.

Senior Analyst

Summary

| by Stephen Welch

This strategy’s seasoned management team and supporting cast earn Hartford Core Equity a Morningstar Analyst Rating of Bronze for its cheapest share classes. Its most expensive land at Neutral.

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