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Hartford Disciplined Equity HLS IA HIAGX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 19.97  /  0.65 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.76%
  • Turnover 13%

Morningstar’s Analysis HIAGX

Will HIAGX outperform in future?

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

Hartford Disciplined Equity HLS IA’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings HIAGX

  • Current Portfolio Date
  • Equity Holdings 64
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.37
199,386,937
Technology
6.01
162,583,884
Technology
4.98
134,748,746
Communication Services
4.85
131,298,039
Consumer Cyclical
3.69
99,841,799
Technology
2.88
78,006,059
Communication Services
2.79
75,437,360
Healthcare
2.39
64,724,751
Financial Services
2.16
58,402,784
Consumer Defensive
2.15
58,216,803
Healthcare