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Hartford Core Equity Y HGIYX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 49.54  /  −0.88 %
  • Total Assets 9.6 Bil
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.440%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.89%
  • Turnover 19%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis HGIYX

Will HGIYX 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 HGIYX

  • 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

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Technology

Amazon.com Inc

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Apple Inc

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Technology

NVIDIA Corp

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Alphabet Inc Class A

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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