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Morningstar

Hartford Core Equity R5 HGITX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 53.72  /  +1.03 %
  • Total Assets 10.2 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.84%
  • Turnover 19%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis HGITX

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

  • People Pillar

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

Remains in solid hands.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. While Hartford Core Equity's longtime lead manager retired in June, the funds remain in solid hands with Douglas McLane in charge. Additionally, McLane draws on another experienced comanager and a robust analytical team. The remainder of this analysis is from Aug. 1, 2023.

by Stephen Welch
Rated on Published on

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Portfolio Holdings HGITX

More HGITX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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