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Morningstar

Hartford Growth Opportunities R5 HGOTX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 44.40  /  0.07 %
  • Total Assets 4.1 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 95%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis HGOTX

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

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hartford Growth Opportunities R5 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings HGOTX

More HGOTX Holdings
  • Current Portfolio Date
  • Equity Holdings 51
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 48.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

8.44
378,492,004
Communication Services

Amazon.com Inc

8.06
361,304,522
Consumer Cyclical

NVIDIA Corp

7.55
338,758,901
Technology

Meta Platforms Inc Class A

4.59
205,922,278
Communication Services

Microsoft Corp

4.05
181,657,047
Technology

Eli Lilly and Co

3.91
175,169,319
Healthcare

Broadcom Inc

3.74
167,862,616
Technology

Workday Inc Class A

2.94
131,748,092
Technology

Salesforce Inc

2.71
121,688,948
Technology

Intuitive Surgical Inc

2.52
113,168,898
Healthcare