Morningstar

Hartford Healthcare A HGHAX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 41.31  /  −0.48 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.270%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 32%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 PM GMT+0

Morningstar’s Analysis HGHAX

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

  • People Pillar

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

A capable team finding its rhythm.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

A well-equipped team and sound approach make Hartford Healthcare an attractive healthcare option.

by Andrew Redden
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HGHAX

More HGHAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

11.41 131.2 Mil
Healthcare

UnitedHealth Group Inc

8.70 100.1 Mil
Healthcare

Merck & Co Inc

3.59 41.3 Mil
Healthcare

Danaher Corp

3.54 40.7 Mil
Healthcare

Boston Scientific Corp

3.25 37.4 Mil
Healthcare

Thermo Fisher Scientific Inc

2.90 33.4 Mil
Healthcare

Vertex Pharmaceuticals Inc

2.51 28.9 Mil
Healthcare

Stryker Corp

2.37 27.2 Mil
Healthcare

HCA Healthcare Inc

2.18 25.1 Mil
Healthcare

AstraZeneca PLC ADR

2.05 23.5 Mil
Healthcare

Sponsor Center