We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. While Hartford Core Equity's longtime lead manager retired in June, the funds remain in solid hands with Douglas McLane in charge. Additionally, McLane draws on another experienced comanager and a robust analytical team. The remainder of this analysis is from Aug. 1, 2023.
Hartford Core Equity Y HGIYX
- NAV / 1-Day Return 56.80 / +0.91 %
- Total Assets 10.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.440%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 0.81%
- Turnover 19%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis HGIYX
Will HGIYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 7.66 | 812.0 Mil | Technology |
Microsoft Corp | 6.86 | 727.5 Mil | Technology |
NVIDIA Corp | 5.84 | 619.2 Mil | Technology |
Amazon.com Inc | 4.47 | 474.1 Mil | Consumer Cyclical |
Alphabet Inc Class A | 4.16 | 441.3 Mil | Communication Services |
Broadcom Inc | 2.57 | 272.5 Mil | Technology |
JPMorgan Chase & Co | 2.49 | 263.5 Mil | Financial Services |
Meta Platforms Inc Class A | 2.45 | 259.8 Mil | Communication Services |
UnitedHealth Group Inc | 2.35 | 248.8 Mil | Healthcare |
Eli Lilly and Co | 2.29 | 243.1 Mil | Healthcare |