While Hartford Core Equity is losing its veteran lead manager next year, an experienced team with robust support remains.
Hartford Core Equity R3 HGIRX
- NAV / 1-Day Return 51.88 / +0.10 %
- Total Assets 10.1 Bil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 |