Hartford Core Equity C (HGICX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford Core Equity C (HGICX) Fund

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Fund Manager - Mammen Chally

Fund Manager Information

Fund Manager Tenure: 20.4 years
Similar 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 20.4 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

See Hartford Core Equity C Fund (HGICX) performance details as of May 30, 2016

 

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

More historic net asset information on Hartford Core Equity C Fund (HGICX)

  

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%

Click here to see more historic asset allocation information on Hartford Core Equity C Fund (HGICX)

 

Top 10 Holdings in Hartford Core Equity C (HGICX) Fund

Discover what Hartford Core Equity C Fund (HGICX) manager is buying

Mar 30, 2016 Microsoft Corporation [2.71%] 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%]

Feb 28, 2016 Microsoft Corporation [2.65%] 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%]

Jan 30, 2016 Microsoft Corporation [2.84%] 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%]

Click here for Stock Holding Change Map in Hartford Core Equity C Fund (HGICX)

  

Latest News on Hartford Core Equity C (HGICX) Fund

See what is happening with Hartford Core Equity C Fund (HGICX)

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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