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Morningstar

Hartford Healthcare HLS IA HIAHX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 17.13  /  +0.65 %
  • Total Assets 136.2 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.45%
  • Turnover 28%

USD | NAV as of May 06, 2024 | 1-Day Return as of May 06, 2024, 10:13 PM GMT+0

Morningstar’s Analysis HIAHX

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

  • People Pillar

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

A sound investment process and strong management team underpin Hartford Healthcare HLS IA's Morningstar Medalist Rating of Silver.

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
Rated on Published on

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Portfolio Holdings HIAHX

More HIAHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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