Skip to Content
Morningstar

Hartford Healthcare R3 HGHRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 37.47  /  −0.05 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.620%
  • 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 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HGHRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Hartford Healthcare Loses a Manager; Ratings Unchanged

null Andrew Redden

Andrew Redden

Analyst Note

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.

by Andrew Redden
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HGHRX

More HGHRX Holdings