Morningstar

The Hartford Healthcare Fund Class Y HGHYX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 51.65  /  −1.32 %
  • Total Assets 775.8M
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Health
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 49%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HGHYX

Will HGHYX outperform in the 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.

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.

by William Samuel Rocco
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HGHYX

More HGHYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

11.62 94M
Healthcare

Johnson & Johnson

6.71 54M
Healthcare

Merck & Co Inc

6.42 52M
Healthcare

AbbVie Inc

4.33 35M
Healthcare

UnitedHealth Group Inc

4.27 34M
Healthcare

Elevance Health Inc

3.00 24M
Healthcare

Intuitive Surgical Inc

2.94 24M
Healthcare

Vertex Pharmaceuticals Inc

2.89 23M
Healthcare

CVS Health Corp

2.64 21M
Healthcare

Edwards Lifesciences Corp

2.32 19M
Healthcare

Sponsor Center