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Morningstar

Hartford Disciplined Equity HLS IA HIAGX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 20.59  /  +1.28 %
  • Total Assets 2.8 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 0.70%
  • Turnover 22%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis HIAGX

Will HIAGX 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 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.

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 sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings HIAGX

More HIAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.53 218.5 Mil
Technology

Amazon.com Inc

5.17 150.0 Mil
Consumer Cyclical

Apple Inc

5.05 146.5 Mil
Technology

NVIDIA Corp

5.03 145.9 Mil
Technology

Alphabet Inc Class A

4.48 130.0 Mil
Communication Services

Meta Platforms Inc Class A

3.62 105.1 Mil
Communication Services

JPMorgan Chase & Co

2.44 70.8 Mil
Financial Services

Eli Lilly and Co

2.34 67.8 Mil
Healthcare

Mastercard Inc Class A

2.23 64.6 Mil
Financial Services

Broadcom Inc

2.22 64.5 Mil
Technology