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Hartford Core Equity R4 HGISX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 53.77  /  +0.54 %
  • Total Assets 10.2 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.65%
  • Turnover 19%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis HGISX

Will HGISX 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 HGISX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Broadcom Inc

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Procter & Gamble Co

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Consumer Defensive