Fayyaz Mujtaba is leaving Wellington Management, the sole subadvisor of Hartford Healthcare, and will no longer serve as a manager of this strategy, effective immediately. His departure does not affect the strategy’s Above Average People rating or its Morningstar Medalist Rating of Silver or Bronze, depending on share class.
Hartford Healthcare R3 HGHRX
- NAV / 1-Day Return 37.49 / −0.37 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.620%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Health
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 32%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0
Morningstar’s Analysis HGHRX
Will HGHRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Eli Lilly and Co | 10.89 | 128.1 Mil | Healthcare |
UnitedHealth Group Inc | 6.78 | 79.8 Mil | Healthcare |
Merck & Co Inc | 6.35 | 74.6 Mil | Healthcare |
Danaher Corp | 3.90 | 45.9 Mil | Healthcare |
Stryker Corp | 2.83 | 33.3 Mil | Healthcare |
Boston Scientific Corp | 2.80 | 32.9 Mil | Healthcare |
Thermo Fisher Scientific Inc | 2.52 | 29.7 Mil | Healthcare |
HCA Healthcare Inc | 2.52 | 29.7 Mil | Healthcare |
AbbVie Inc | 2.39 | 28.1 Mil | Healthcare |
Vertex Pharmaceuticals Inc | 2.32 | 27.3 Mil | Healthcare |