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Morningstar

Hartford Capital Appreciation HLS IB HIBCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 50.58  /  +1.00 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.53%
  • Turnover 49%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis HIBCX

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

  • People Pillar

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

Hartford Capital Appreciation HLS IB's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HIBCX

More HIBCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.49 248.8 Mil
Technology

NVIDIA Corp

5.30 203.3 Mil
Technology

Microsoft Corp

5.05 193.5 Mil
Technology

Amazon.com Inc

3.39 130.0 Mil
Consumer Cyclical

Usd

2.43 93.3 Mil
Cash and Equivalents

Future on E-mini S&P 500 Futures

2.30 88.1 Mil
—

Alphabet Inc Class A

2.25 86.4 Mil
Communication Services

Meta Platforms Inc Class A

1.80 68.9 Mil
Communication Services

UnitedHealth Group Inc

1.76 67.4 Mil
Healthcare

Chubb Ltd

1.46 56.0 Mil
Financial Services