Morningstar

The Hartford Growth Opportunities Fund Class I HGOIX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $73.52  /  −3.92 %
  • Fund Size $6.4B
  • Adjusted Expense Ratio 0.830%
  • Net Expense Ratio 0.840%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 107%
NAV and 1-Day Return as of

Morningstar’s Analysis HGOIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Growth Opportunities I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings HGOIX

More HGOIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

17.06 1B
Technology

Alphabet Inc Class A

7.28 493M
Communication Services

Amazon.com Inc

6.20 420M
Consumer Cyclical

Broadcom Inc

5.93 402M
Technology

Microsoft Corp

4.90 332M
Technology

Eli Lilly and Co

4.34 294M
Healthcare

Meta Platforms Inc Class A

4.25 288M
Communication Services

SanDisk Corp Ordinary Shares

3.42 232M
Technology

Apple Inc

3.36 228M
Technology

Arista Networks Inc

3.05 207M
Technology

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