Morningstar

Hartford Stock HLS Fund Class IA HSTAX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $87.96  /  +0.25 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 0.520%
  • Net Expense Ratio 0.520%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Limited
  • TTM Yield 1.18%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis HSTAX

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

  • People Pillar

    The People Pillar is our evaluation of the HSTAX 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 HSTAX’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 HSTAX

More HSTAX 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
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Amphenol Corp Class A

2.83 32M
Technology

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