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Morningstar

Hartford Healthcare R4 HGHSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 39.16  /  0.97 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.290%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 33%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 12:16 AM GMT+00:00

Morningstar’s Analysis HGHSX

Will HGHSX 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 HGHSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

A promising new era.

Analyst

Summary

| by Andrew Redden

New comanagers are well equipped to execute Hartford Healthcare’s proven approach. Its Morningstar Analyst Rating remains Silver or Bronze, depending on share class fees.

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