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Hartford Disciplined Equity HLS IB HBGIX

Quantitative rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 16.51  /  0.61 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.850%
  • 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.

Summary

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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.

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