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Hartford Stock HLS IA HSTAX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 101.46  /  +0.10 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.510%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Limited
  • TTM Yield 1.22%
  • Turnover 10%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:16 PM GMT+0

Morningstar’s Analysis HSTAX

Will HSTAX 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 IA's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings HSTAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.41 59.3 Mil
Technology

Stryker Corp

3.61 48.5 Mil
Healthcare

UnitedHealth Group Inc

3.47 46.6 Mil
Healthcare

Danaher Corp

3.26 43.9 Mil
Healthcare

Visa Inc Class A

3.21 43.1 Mil
Financial Services

Accenture PLC Class A

3.09 41.6 Mil
Technology

Honeywell International Inc

3.00 40.3 Mil
Industrials

Colgate-Palmolive Co

2.95 39.6 Mil
Consumer Defensive

TJX Companies Inc

2.91 39.1 Mil
Consumer Cyclical

Linde PLC

2.86 38.5 Mil
Basic Materials