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Hartford Stock HLS IB HIBSX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 98.08  /  +0.58 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.94%
  • Turnover 8%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis HIBSX

Will HIBSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin Hartford Stock HLS IB'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.

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Portfolio Holdings HIBSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.50 61.7 Mil
Technology

Stryker Corp

3.63 49.7 Mil
Healthcare

Danaher Corp

3.38 46.3 Mil
Healthcare

UnitedHealth Group Inc

3.28 45.0 Mil
Healthcare

Visa Inc Class A

3.25 44.6 Mil
Financial Services

Accenture PLC Class A

3.12 42.8 Mil
Technology

Linde PLC

3.11 42.6 Mil
Basic Materials

TJX Companies Inc

2.98 40.9 Mil
Consumer Cyclical

American Express Co

2.97 40.8 Mil
Financial Services

Colgate-Palmolive Co

2.97 40.7 Mil
Consumer Defensive