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Morningstar

Hartford Quality Value A HVOAX

Morningstar Analyst Rating
Quantitative rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 23.26  /  0.34 %
  • Total Assets 256.5 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.960%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.25%
  • Turnover 24%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis HVOAX

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

People Pillar

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

Summary

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Hartford Quality Value A's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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