Fund Mojo help you discover the best fund managers, funds, and related information
Fund Intelligence | Best Managers | HGICX Insights | HGICX Score | HGICX Performance | HGICX News | HGICX Allocation | HGICX Holdings Change
Fund Intelligence | Best Managers | HGICX Insights | HGICX Score | HGICX Performance | HGICX News | HGICX Allocation | HGICX Holdings Change
Hartford Core Equity C (HGICX) Fund Ranking and Research
Ranking, Research and Recommendation of Hartford Core Equity C (HGICX) Fund
-
Last Trade: $ on , Change: (0%)
Fund Manager - Mammen Chally
Fund Manager Information
Fund Manager Tenure: 20.8 yearsSimilar Funds: HGIBX HGIRX HGISX HGITX HGIYX
Fund Family: Hartford Mutual Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.89) (What does this score mean?)
Hartford Core Equity C Fund (HGICX) Profile
Fund Profile and Description
Hartford Core Equity C Fund seeks growth of capital. Hartford Core Equity C Fund normally invests at least 80% of assets in common stocks. It invests in a broad range of market capitalization, but tends to focus on large capitalization companies similar to those of companies in the S&P 500 Index. Hartford Core Equity C Fund can invest up to 20% of total assets in securities of foreign issuers and non-dollar securities.
What we like about Hartford Core Equity C (HGICX) Fund
Data for Hartford Core Equity C Fund (HGICX) as of May 30, 2016
- Hartford Core Equity C Fund (HGICX) management has been with Hartford Core Equity C Fund for 20.8 years
- Hartford Core Equity C Fund (HGICX) has good short-term performance (1-year return 2.40% vs -1.15% Large Blend category median performance)
- Hartford Core Equity C Fund (HGICX) has good mid-term performance (3-year return 12.65% vs 9.43% Large Blend category median performance)
- Hartford Core Equity C Fund (HGICX) has good Long-term performance (5-year return 11.91% vs 10.15% Large Blend category median performance)
- Hartford Core Equity C Fund (HGICX) ratio of up-years vs down years is greater than 2
- Hartford Core Equity C Fund (HGICX) has a Morningstar rating of 4 and above
- Asset base in Hartford Core Equity C Fund (HGICX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- Hartford Core Equity C Fund (HGICX) has an annual stock turnover rate of 33.00% vs Large Blend average of 53.12%. It is good that Hartford Core Equity C management does not trade extensively for its return.
- Hartford Core Equity C Fund (HGICX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.85, lower than category average of 11.67
What we are cautious about Hartford Core Equity C (HGICX) Fund
Data for Hartford Core Equity C Fund (HGICX) as of May 30, 2016
- Hartford Core Equity C Fund (HGICX) has a higher expense ratio of 1.62% than its Large Blend average of 1.02%
- Hartford Core Equity C Fund (HGICX) carries a 1% load
What do you think?
Compare with other top Large Blend category mutual funds
Aadditional top Large Blend mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Hartford Core Equity C | 1.61 | 2.40 | 12.65 | 11.91 | |
Bright Rock Quality Large Cap Instl (BQLCX) | 7.75 | 5.98 | 10.46 | 11.67 | Compare |
Fidelity Spartan Total Market Index F (FFSMX) | 3.37 | 0.14 | 10.45 | 11.10 | Compare |
Voya Russell Large Cap Index Port S2 (IRLUX) | 2.55 | 1.29 | 10.39 | 11.09 | Compare |
See top fund managers for Large Blend Category Funds
Compare with Large Blend category ETFs
Some Large Blend ETFs for your consideration
ETF | Year to Date | One Year | Three Year | Guggenheim Russell Top 50 Mega Cap ETF (XLG) | 3.23% | 4.23% | 10.80% | ProShares Large Cap Core Plus (CSM) | 4.27% | 2.27% | 11.72% | iShares Russell Top 200 (IWL) | 2.28% | 1.75% | 11.00% | Vanguard Mega Cap ETF (MGC) | 3.22% | 1.57% | 10.85% | iShares Core S&P 500 (IVV) | 3.54% | 1.57% | 10.97% |
---|
Hartford Core Equity C (HGICX) Fund Net Asset
Track net asset change of Hartford Core Equity C fund (HGICX)
Date | Net Asset |
05/2016 | $2.00B |
03/2016 | $1.67B |
02/2016 | $1.36B |
Hartford Core Equity C (HGICX) Fund Portfolio Allocation
Track portfolio allocation change of Hartford Core Equity C fund (HGICX)
Date | Cash | Stock | Bond | Other |
03/2016 | 8.19% | 90.88% | 0% | 0.93% |
02/2016 | 6.67% | 93.33% | 0% | 0% |
01/2016 | 4.3% | 95.7% | 0% | 0% |
Top 10 Holdings in Hartford Core Equity C (HGICX) Fund
Discover what Hartford Core Equity C Fund (HGICX) manager is buying
Alphabet Inc. [2.2%] Costco Wholesale Corporation [2.08%] JP Morgan Chase & Co. Common St [2.04%] Apple Inc. [2.03%] Altria Group, Inc. [1.98%] CVS Health Corporation Common S [1.88%] D/B/A Chubb Limited New Common [1.81%] Mondelez International, Inc. [1.81%] NextEra Energy, Inc. Common Sto [1.8%] | Alphabet Inc. [2.23%] Costco Wholesale Corporation [2.14%] Altria Group, Inc. [2.1%] JP Morgan Chase & Co. Common St [2.1%] Mondelez International, Inc. [1.98%] Allergan plc Ordinary Shares [1.95%] Apple Inc. [1.94%] CVS Health Corporation Common S [1.9%] D/B/A Chubb Limited New Common [1.9%] | CVS Health Corporation Common S [2.39%] Alphabet Inc. [2.35%] JP Morgan Chase & Co. Common St [2.2%] S+p500 Emini Fut Mar16 Xcme 20160318 [2.16%] Costco Wholesale Corporation [2.16%] Mondelez International, Inc. [2.13%] Altria Group, Inc. [2.07%] Apple Inc. [2.03%] Allergan plc Ordinary Shares [1.87%] |
Latest News on Hartford Core Equity C (HGICX) Fund
See what is happening with Hartford Core Equity C Fund (HGICX)
No recent news |
See more information on Hartford Core Equity C (HGICX) Fund
Popular pages on Hartford Core Equity C (HGICX) Fund
- Hartford Core Equity C (HGICX) Fund Research and Recommendation
- Hartford Core Equity C (HGICX) Fund Performance Data
- Hartford Core Equity C (HGICX) Fund Manager Information
- Historic Hartford Core Equity C (HGICX) Fund Asset Allocation Report
- Historic Hartford Core Equity C (HGICX) Fund Top 10 Holding Tracking
- Historic Hartford Core Equity C (HGICX) Fund Asset Under Management Tracking