Morningstar

Hartford Global Impact Fund Class R3 HGXRX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $18.53  /  +0.22 %
  • Fund Size $341.5M
  • Adjusted Expense Ratio 1.410%
  • Net Expense Ratio 1.410%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.01%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis HGXRX

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

  • People Pillar

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

Wellington Management to Acquire Hartford Funds

null Bridget B Hughes

Bridget B Hughes

Analyst Note

Wellington Management announced it will acquire Hartford Funds, expected to close in 2027’s first quarter, internalizing roughly USD 130 billion of the USD 1.35 trillion manager’s assets that it has long subadvised for the fund family (which holds USD 160 billion total). Hartford Funds will be rebranded as Wellington.

by Bridget B Hughes
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HGXRX

More HGXRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Globe Life Inc

2.71 9M
Financial Services

F5 Inc

2.57 9M
Technology

Agilent Technologies Inc

2.54 9M
Healthcare

MediaTek Inc

2.51 9M
Technology

Laureate Education Inc Shs

2.30 8M
Consumer Defensive

Covista Inc

2.29 8M
Consumer Defensive

Flex Ltd

2.23 8M
Technology

Chroma Ate Inc

2.16 7M
Technology

Infineon Technologies AG

2.14 7M
Technology

American Water Works Co Inc

2.10 7M
Utilities

Sponsor Center