Morningstar

Hartford Stock HLS Fund Class IB HIBSX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $87.64  /  +0.25 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 0.770%
  • Net Expense Ratio 0.770%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.94%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis HIBSX

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

  • People Pillar

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

Subadvisor Wellington has hit the reset button here.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

An abrupt course correction with a new management duo and process drives a downgrade of Wellington Dividend Growth's People and Process ratings to Average from Above Average.

by Todd Trubey
Rated on Published on

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Portfolio Holdings HIBSX

More HIBSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.50 74M
Technology

Broadcom Inc

5.25 60M
Technology

Eli Lilly and Co

4.63 53M
Healthcare

JPMorgan Chase & Co

4.59 52M
Financial Services

Mastercard Inc Class A

3.99 45M
Financial Services

Apple Inc

3.73 42M
Technology

Visa Inc Class A

3.31 38M
Financial Services

Merck & Co Inc

3.02 34M
Healthcare

BlackRock Inc

2.99 34M
Financial Services

Amphenol Corp Class A

2.83 32M
Technology

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