Hartford Core Equity Fund Class F HGIFX

Morningstar Medalist Rating
  • NAV / 1-Day Return$59.35  /  −0.40%
  • Fund Size$10.9B
  • Adjusted Expense Ratio0.360%
  • Net Expense Ratio0.360%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield0.53%
  • Turnover Ratio39%

Morningstar’s Analysis HGIFX

Will HGIFX outperform in the future?

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

Still a reliable source of conservative exposure to US large caps.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Hartford Core Equity’s management team has evolved in recent years but remains solid, while its approach remains satisfactory rather than superior overall. The strategy, which includes a separately managed account as well as a mutual fund, retains its Above Average People and Average Process ratings.

Rated on Published on

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Portfolio Holdings HGIFX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings50.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.951B
Technology

Apple Inc

8.03902M
Technology

Microsoft Corp

7.42833M
Technology

Alphabet Inc Class A

6.76759M
Communication Services

Amazon.com Inc

4.94555M
Consumer Cyclical

Broadcom Inc

3.54398M
Technology

Meta Platforms Inc Class A

3.17356M
Communication Services

JPMorgan Chase & Co

2.20247M
Financial Services

Eli Lilly and Co

2.18245M
Healthcare

Micron Technology Inc

2.10236M
Technology

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