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Hartford Healthcare C HGHCX

Analyst rating as of
NAV / 1-Day Return
33.17  /  0.03 %
Total Assets
1.8 Bil
Adj. Expense Ratio
Expense Ratio
Fee Level
Longest Manager Tenure
21.25 years
Investment Style
Large Growth
Min. Initial Investment
TTM Yield

Morningstar’s Analysis

Will HGHCX outperform in future?

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

Team at Hartford Healthcare Will Remain Strong After One of Its Comanagers Retires in 2022

Senior Analyst

Analyst Note

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Robert Deresiewicz will give up his comanager role on Hartford Healthcare in June 2022 and retire from subadvisor Wellington Management Company. Deresiewicz, who has served as a comanager since 2000, is seasoned as well as skilled, so he will be missed. But his departure is roughly 11 months away. Long-serving comanager Ann Gallo and comanager Rebecca Sykes remain in place, and they are experienced and talented healthcare investors themselves. Meanwhile, Wen Shi was just promoted to comanager on the fund after roughly six years as an analyst; he has 14 years of healthcare investment and related experience overall; and he, like Deresiewicz, is a biotechnology specialist. The managers continue to be supported by a solid set of healthcare analysts. And the fund’s other strengths are still intact. For all these reasons, the fund remains an attractive source of healthcare exposure, and its People Pillar rating, Process Pillar rating, and Morningstar Analyst Ratings are unchanged.

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