The Hartford Healthcare Fund Class R6 HGHVX

Morningstar Medalist Rating
  • NAV / 1-Day Return$57.82  /  +0.21%
  • Fund Size$835.6M
  • Adjusted Expense Ratio0.940%
  • Net Expense Ratio0.940%
  • Fee Level: DistributionAbove Average
  • Share Class TypeRetirement, Large
  • Morningstar CategoryHealth
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio49%

Morningstar’s Analysis HGHVX

Will HGHVX outperform in the future?

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

Still a worthy healthcare vehicle for the long haul.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Hartford Healthcare’s team remains strong after several personnel changes in recent years, and its well-established and attractive approach remains intact. The strategy retains its People and Process Pillar ratings of Above Average.

Rated on Published on

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Portfolio Holdings HGHVX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings48.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

11.9194M
Healthcare

Johnson & Johnson

6.8554M
Healthcare

Merck & Co Inc

6.3750M
Healthcare

UnitedHealth Group Inc

4.9239M
Healthcare

AbbVie Inc

4.5336M
Healthcare

Intuitive Surgical Inc

3.2526M
Healthcare

Vertex Pharmaceuticals Inc

2.8422M
Healthcare

CVS Health Corp

2.7121M
Healthcare

Elevance Health Inc

2.7121M
Healthcare

Edwards Lifesciences Corp

2.2618M
Healthcare

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