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Hartford Quality Value C HVOCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 18.44  /  1.34 %
  • Total Assets 212.9 Mil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.91%
  • Turnover 24%

Morningstar’s Analysis HVOCX

Will HVOCX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hartford Quality Value C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings HVOCX

  • Current Portfolio Date
  • Equity Holdings 69
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.08
6,925,214
Financial Services
2.94
6,611,338
Energy
2.49
5,612,724
Energy
2.47
5,554,901
Communication Services
2.45
5,515,997
Energy
2.38
5,361,397
Consumer Defensive
2.37
5,333,883
Healthcare
2.15
4,842,962
Healthcare
2.14
4,819,674
Healthcare
2.11
4,742,246
Healthcare