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Morningstar

Hartford Growth Opportunities C HGOCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.28  /  1.85 %
  • Total Assets 4.3 Bil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.830%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 95%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 12:16 AM GMT+00:00

Morningstar’s Analysis HGOCX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hartford Growth Opportunities C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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