Wellington Management announced it will acquire Hartford Funds, expected to close in 2027’s first quarter, internalizing roughly USD 130 billion of the USD 1.35 trillion manager’s assets that it has long subadvised for the fund family (which holds USD 160 billion total). Hartford Funds will be rebranded as Wellington.
Hartford Core Equity Fund Class R4 HGISX
- NAV / 1-Day Return 59.69 / +1.63 %
- Total Assets 11.4B
-
Adj. Expense Ratio
0.760%
- Expense Ratio 0.730%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.18%
- Turnover 39%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:03 AM GMT+0
Morningstar’s Analysis HGISX
Will HGISX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the HGISX 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 HGISX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.7
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Top 10 Holdings
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% Portfolio Weight
|
Market Value USD
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United States