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Hartford Capital Appreciation HLS IB HIBCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 46.92  /  −1.08 %
  • Total Assets 3.6 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 0.54%
  • Turnover 49%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:52 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.

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-highest quintile among peers.

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Portfolio Holdings HIBCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.64 210.6 Mil
Technology

NVIDIA Corp

3.79 141.7 Mil
Technology

Apple Inc

3.02 112.9 Mil
Technology

Amazon.com Inc

3.02 112.8 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.66 99.4 Mil
Communication Services

Alphabet Inc Class A

2.32 86.7 Mil
Communication Services

American Tower Corp

1.89 70.7 Mil
Real Estate

Chubb Ltd

1.78 66.5 Mil
Financial Services

UnitedHealth Group Inc

1.65 61.5 Mil
Healthcare

Danaher Corp

1.58 58.9 Mil
Healthcare