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Hartford Core Equity R5 Fund (HGITX)

Fund performance review and position details on Hartford Core Equity R5 Fund (HGITX)

    Last Trade: $28.42 on 10/17/2017, Change: +0.04 (0.14%)

Hartford Core Equity R5 Fund (HGITX) HighlightHartford Core Equity R5 Fund (HGITX) Fund Summary

Hartford Core Equity R5 Fund (HGITX) statistics as of May 30, 2016

Category: Large Blend
Fund Family: Hartford Mutual Funds
Net Asset: $2.00B
Yield: 0.32%
Year-to-Date Return: 2.02%
Morningstar rating: 5

 

Hartford Core Equity R5 Fund (HGITX) CostHartford Core Equity R5 Fund (HGITX) Cost

Hartford Core Equity R5 Fund (HGITX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Large Blend average): 0.49% (1.02%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 33.00%

 

Hartford Core Equity R5 Fund (HGITX) PerformanceHartford Core Equity R5 Fund (HGITX) Performance

Most current Hartford Core Equity R5 Fund (HGITX) Performance

1-month Performance (Large Blend category median performance): 2.28% (1.66%)
3-month Performance (Large Blend category median performance): 7.99% (8.92%)
1 Year Performance (Large Blend category median performance): 3.43% (-1.15%)
3 Year Performance (Large Blend category median performance): 13.86% (9.43%)
5 Year Performance (Large Blend category median performance): 13.17% (10.15%)
Number of Years of positive return: 8 years
Number of Years of negative return: 1 years
3 year Alpha (Large Blend category average): 3.25 (-1.74)
3 year Beta (Large Blend category average): 0.93 (1)
3 year Sharpe Ratio: 1.25
3 year Treynor: 14.84

Hartford Core Equity R5 Fund (HGITX) topholdingTop Stock Holdings in Hartford Core Equity R5 Fund (HGITX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Microsoft Corporation2.71%0.24%
Alphabet Inc.2.2%0.14%
Costco Wholesale Corporation2.08%-0.51%
JP Morgan Chase & Co. Common St2.04%0.55%
Apple Inc.2.03%-0.09%
Altria Group, Inc.1.98%0.03%
CVS Health Corporation Common S1.88%1.64%
D/B/A Chubb Limited New Common 1.81%0.47%
Mondelez International, Inc.1.81%-0.49%
NextEra Energy, Inc. Common Sto1.8%-0.12%
*Note: The price change will reset to 0 after the midnight

 

Hartford Core Equity R5 Fund (HGITX) Portfolio AllocationHartford Core Equity R5 Fund (HGITX) Fund Portfolio Allocation

Hartford Core Equity R5 Fund (HGITX) Fund Portfolio Allocation data as of 03/2016

Stock90.88%
Bond0%
Cash8.19%
Other0.93%

 

Hartford Core Equity R5 Fund (HGITX) CompareCompare with other Large Blend category mutual funds

Below are some additional Large Blend mutual funds generated out of our database

Fund1 Year3 year5 year
Hartford Core Equity R53.4313.8613.17
Bright Rock Quality Large Cap Instl (BQLCX)5.9810.4611.67 Compare
Fidelity Spartan Total Market Index F (FFSMX)0.1410.4511.10 Compare
Voya Russell Large Cap Index Port S2 (IRLUX)1.2910.3911.09 Compare

See top fund managers for Large Blend Category Funds

 

Hartford Core Equity R5 Fund (HGITX) PerformanceOther Financial Data Web Sites on Hartford Core Equity R5 Fund (HGITX)

Addition research sites for Hartford Core Equity R5 Fund (HGITX)

 

Hartford Core Equity R5 Fund (HGITX) Related ResourcesSee more information on Hartford Core Equity R5 (HGITX) Fund

Popular pages on Hartford Core Equity R5 (HGITX) Fund

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