Morningstar

Hartford Core Equity Fund Class R3 HGIRX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $59.70  /  −0.58 %
  • Fund Size $11.0B
  • Adjusted Expense Ratio 1.080%
  • Net Expense Ratio 1.080%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis HGIRX

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

  • People Pillar

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

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.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings HGIRX

More HGIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.41 1B
Technology

Apple Inc

7.53 864M
Technology

Microsoft Corp

7.18 824M
Technology

Alphabet Inc Class A

6.53 749M
Communication Services

Amazon.com Inc

5.04 579M
Consumer Cyclical

Broadcom Inc

3.66 419M
Technology

Meta Platforms Inc Class A

2.49 286M
Communication Services

JPMorgan Chase & Co

2.32 266M
Financial Services

Eli Lilly and Co

2.13 245M
Healthcare

Mastercard Inc Class A

2.08 239M
Financial Services

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