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Hartford Growth Opportunities R3 HGORX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 52.43  /  −0.76 %
  • Total Assets 5.5 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 Jun 22, 2024 | 1-Day Return as of Jun 22, 2024, 12:27 AM 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 50.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.94 485.4 Mil
Technology

Amazon.com Inc

8.76 427.7 Mil
Consumer Cyclical

Apple Inc

5.69 278.0 Mil
Technology

Alphabet Inc Class A

5.06 247.2 Mil
Communication Services

Eli Lilly and Co

4.72 230.5 Mil
Healthcare

Microsoft Corp

4.13 201.4 Mil
Technology

Meta Platforms Inc Class A

3.62 176.9 Mil
Communication Services

Broadcom Inc

3.12 152.4 Mil
Technology

Netflix Inc

2.74 134.0 Mil
Communication Services

Tradeweb Markets Inc

2.45 119.5 Mil
Financial Services