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Hartford Growth Opportunities R3 HGORX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 48.67  /  −0.39 %
  • Total Assets 5.2 Bil
  • Adj. Expense Ratio
    1.440%
  • Expense Ratio 1.440%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 88%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis HGORX

Will HGORX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hartford Growth Opportunities R3 to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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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Portfolio Holdings HGORX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.95 511.2 Mil
Technology

Amazon.com Inc

8.58 440.9 Mil
Consumer Cyclical

Meta Platforms Inc Class A

5.85 300.5 Mil
Communication Services

Eli Lilly and Co

4.42 227.0 Mil
Healthcare

Alphabet Inc Class A

4.30 220.9 Mil
Communication Services

Microsoft Corp

4.25 218.4 Mil
Technology

Broadcom Inc

3.03 155.6 Mil
Technology

Salesforce Inc

2.89 148.4 Mil
Technology

Tradeweb Markets Inc

2.47 126.9 Mil
Financial Services

ServiceNow Inc

2.37 121.9 Mil
Technology