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.
Hartford Growth Opportunities A HGOAX
- NAV / 1-Day Return 54.90 / +1.55 %
- Total Assets 5.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.100%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 88%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis HGOAX
Will HGOAX 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 53.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 13.71 | 737.4 Mil | Technology |
NVIDIA Corp | 10.68 | 574.4 Mil | Technology |
Broadcom Inc | 4.63 | 248.9 Mil | Technology |
Amazon.com Inc | 4.60 | 247.2 Mil | Consumer Cyclical |
Alphabet Inc Class A | 4.16 | 223.6 Mil | Communication Services |
Netflix Inc | 4.11 | 221.0 Mil | Communication Services |
Microsoft Corp | 3.93 | 211.4 Mil | Technology |
Eli Lilly and Co | 3.37 | 181.4 Mil | Healthcare |
Tradeweb Markets Inc | 2.30 | 123.6 Mil | Financial Services |
Arista Networks Inc | 2.24 | 120.5 Mil | Technology |