Morningstar

The Hartford Healthcare Fund Class R5 HGHTX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $53.77  /  +0.17 %
  • Fund Size $816.7M
  • Adjusted Expense Ratio 1.060%
  • Net Expense Ratio 1.060%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Health
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 49%
NAV and 1-Day Return as of

Morningstar’s Analysis HGHTX

Will HGHTX outperform in the 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 HGHTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Still a worthy healthcare vehicle for the long haul.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Hartford Healthcare’s team remains strong after several personnel changes in recent years, and its well-established and attractive approach remains intact. The strategy retains its People and Process Pillar ratings of Above Average.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings HGHTX

More HGHTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

11.91 94M
Healthcare

Johnson & Johnson

6.85 54M
Healthcare

Merck & Co Inc

6.37 50M
Healthcare

UnitedHealth Group Inc

4.92 39M
Healthcare

AbbVie Inc

4.53 36M
Healthcare

Intuitive Surgical Inc

3.25 26M
Healthcare

Vertex Pharmaceuticals Inc

2.84 22M
Healthcare

CVS Health Corp

2.71 21M
Healthcare

Elevance Health Inc

2.71 21M
Healthcare

Edwards Lifesciences Corp

2.26 18M
Healthcare

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