Morningstar

Hartford Stock HLS Fund Class IB HIBSX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 96.83  /  −0.85 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.80%
  • Turnover 36%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HIBSX

Will HIBSX outperform in the 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 HIBSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A sudden retirement places this strategy under review.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

On July 8, 2026, subadvisor Wellington Management announced that portfolio manager Peter Fisher will retire and no longer manage Vanguard Dividend Growth. Given the magnitude and suddenness of his departure, the fund’s Morningstar Medalist Rating is now Under Review.

by Todd Trubey
Rated on Published on

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Portfolio Holdings HIBSX

More HIBSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.74 80M
Technology

Microsoft Corp

5.55 66M
Technology

Eli Lilly and Co

4.67 55M
Healthcare

Apple Inc

3.68 43M
Technology

Texas Instruments Inc

3.61 43M
Technology

Mastercard Inc Class A

3.40 40M
Financial Services

Visa Inc Class A

3.06 36M
Financial Services

KLA Corp

2.73 32M
Technology

Honeywell International Inc

2.63 31M
Industrials

BlackRock Inc

2.58 30M
Financial Services

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