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Morningstar

Hartford Healthcare Y HGHYX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 49.56  /  +0.18 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield —
  • Turnover 32%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis HGHYX

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

  • People Pillar

    The People Pillar is our evaluation of the HGHYX 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 HGHYX’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

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Portfolio Holdings HGHYX

More HGHYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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