Morningstar

Hartford Disciplined Equity HLS Fund Class IA HIAGX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 25.17  /  +0.48 %
  • Total Assets 3.1B
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.590%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.34%
  • Turnover 35%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:38 AM GMT+0

Morningstar’s Analysis HIAGX

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

  • People Pillar

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

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

A conservative large-blend option. Hartford Core Equity benefits from experienced leaders and a strong supporting cast. It remains a decent option at the right price.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HIAGX

More HIAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.82 271M
Technology

Apple Inc

7.33 225M
Technology

Alphabet Inc Class A

7.31 225M
Communication Services

Microsoft Corp

6.25 192M
Technology

Amazon.com Inc

5.15 158M
Consumer Cyclical

Broadcom Inc

4.37 134M
Technology

Meta Platforms Inc Class A

2.57 79M
Communication Services

Eli Lilly and Co

2.43 75M
Healthcare

Micron Technology Inc

2.07 64M
Technology

JPMorgan Chase & Co

1.96 60M
Financial Services

Sponsor Center