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Morningstar

Hartford Global Impact A HGXAX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 15.10  /  +1.14 %
  • Total Assets 224.8 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.65%
  • Turnover 34%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis HGXAX

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

  • People Pillar

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

Hartford Global Impact A's Average People Pillar and Process Pillar ratings result in 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 HGXAX

More HGXAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Xylem Inc

3.43 7.6 Mil
Industrials

Boston Scientific Corp

3.41 7.5 Mil
Healthcare

Westinghouse Air Brake Technologies Corp

3.16 7.0 Mil
Industrials

GoDaddy Inc Class A

3.09 6.8 Mil
Technology

Trane Technologies PLC Class A

2.96 6.5 Mil
Industrials

Usd

2.85 6.3 Mil
Cash and Equivalents

Hubbell Inc

2.51 5.5 Mil
Industrials

CyberArk Software Ltd

2.41 5.3 Mil
Technology

Eli Lilly and Co

2.23 4.9 Mil
Healthcare

Danaher Corp

2.14 4.7 Mil
Healthcare