Hartford Quality Value R4's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 22.73 / 0.71 %
- Total Assets 229.9 Mil
-
Adj. Expense Ratio
0.880%
- Expense Ratio 0.880%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.33%
- Turnover 24%
Morningstar’s Analysis HVOSX
Will HVOSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Apr 30, 2023
- Equity Holdings 66
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 25.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector