Morningstar

Hartford Stock HLS Fund Class IA HSTAX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 83.85  /  +0.71 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 1.18%
  • Turnover 36%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HSTAX

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

  • People Pillar

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

Subadvisor Wellington has hit the reset button here.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

An abrupt course correction with a new management duo and process drives a downgrade of Wellington Dividend Growth's People and Process ratings to Average from Above Average.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HSTAX

More HSTAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.21 73M
Technology

Broadcom Inc

5.50 65M
Technology

Eli Lilly and Co

4.48 53M
Healthcare

JPMorgan Chase & Co

4.21 50M
Financial Services

Mastercard Inc Class A

4.03 48M
Financial Services

Visa Inc Class A

3.53 42M
Financial Services

Apple Inc

3.40 40M
Technology

BlackRock Inc

3.11 37M
Financial Services

Merck & Co Inc

2.93 35M
Healthcare

Automatic Data Processing Inc

2.54 30M
Technology

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