Strength in Hartford Disciplined Equity HLS IB's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 16.51 / 0.61 %
- Total Assets 2.6 Bil
Adj. Expense Ratio
- Expense Ratio 0.850%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.76%
- Turnover 14%
Morningstar’s Analysis HBGIX
Will HBGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.