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Hartford Core Equity R3 HGIRX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 51.88  /  +0.10 %
  • Total Assets 10.1 Bil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.33%
  • Turnover 19%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis HGIRX

Will HGIRX outperform in future?

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

Changes on the horizon.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

While Hartford Core Equity is losing its veteran lead manager next year, an experienced team with robust support remains.

Rated on Published on

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Portfolio Holdings HGIRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.54 748.9 Mil
Technology

Amazon.com Inc

5.17 514.1 Mil
Consumer Cyclical

Apple Inc

5.06 502.2 Mil
Technology

NVIDIA Corp

5.03 500.1 Mil
Technology

Alphabet Inc Class A

4.49 445.6 Mil
Communication Services

Meta Platforms Inc Class A

3.63 360.2 Mil
Communication Services

JPMorgan Chase & Co

2.45 243.5 Mil
Financial Services

Eli Lilly and Co

2.35 233.3 Mil
Healthcare

Mastercard Inc Class A

2.24 222.1 Mil
Financial Services

Broadcom Inc

2.23 221.8 Mil
Technology