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Hartford Core Equity R4 (HGISX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford Core Equity R4 (HGISX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Hartford Core Equity R4 Fund (HGISX) ManagerFund Manager - Mammen Chally

Fund Manager Information

Fund Manager Tenure: 19.6 years
Similar Funds: HGIBX  HGICX  HGIRX  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?)

 

Graph of Hartford Core Equity R4 Fund (HGISX) ProfileHartford Core Equity R4 Fund (HGISX) Profile

Fund Profile and Description

Hartford Core Equity R4 Fund seeks growth of capital. Hartford Core Equity R4 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 R4 Fund can invest up to 20% of total assets in securities of foreign issuers and non-dollar securities.

 

Hartford Core Equity R4 (HGISX) Fund Strength What we like about Hartford Core Equity R4 (HGISX) Fund

Data for Hartford Core Equity R4 Fund (HGISX) as of May 30, 2016

  • Hartford Core Equity R4 Fund (HGISX) management has been with Hartford Core Equity R4 Fund for 19.6 years
  • Hartford Core Equity R4 Fund (HGISX) has good short-term performance (1-year return 3.16% vs -1.15% Large Blend category median performance)
  • Hartford Core Equity R4 Fund (HGISX) has good mid-term performance (3-year return 13.54% vs 9.43% Large Blend category median performance)
  • Hartford Core Equity R4 Fund (HGISX) has good Long-term performance (5-year return 12.84% vs 10.15% Large Blend category median performance)
  • Hartford Core Equity R4 Fund (HGISX) ratio of up-years vs down years is greater than 2
  • Hartford Core Equity R4 Fund (HGISX) has a Morningstar rating of 4 and above
  • Asset base in Hartford Core Equity R4 Fund (HGISX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Hartford Core Equity R4 Fund (HGISX) has an annual stock turnover rate of 33.00% vs Large Blend average of 53.12%. It is good that Hartford Core Equity R4 management does not trade extensively for its return.
  • Hartford Core Equity R4 Fund (HGISX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.81, lower than category average of 11.67
  • Hartford Core Equity R4 Fund (HGISX) has a lower expense ratio than its Large Blend average: 0.82% vs 1.02%

Hartford Core Equity R4 Fund (HGISX) Weakness What we are cautious about Hartford Core Equity R4 (HGISX) Fund

Data for Hartford Core Equity R4 Fund (HGISX) as of May 30, 2016

  • Even though Hartford Core Equity R4 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Hartford Core Equity R4 Fund (HGISX) performance details as of May 30, 2016

 

What do you think?

 

Compare Hartford Core Equity R4 Fund (HGISX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hartford Core Equity R41.903.1613.5412.84
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Hartford Core Equity R4 Fund (HGISX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree 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%

 

Graph of Hartford Core Equity R4 Fund (HGISX) Net Asset TrackingHartford Core Equity R4 (HGISX) Fund Net Asset

Track net asset change of Hartford Core Equity R4 fund (HGISX)

DateNet Asset
05/2016$2.00B
03/2016$1.67B
02/2016$1.36B
More historic net asset information on Hartford Core Equity R4 Fund (HGISX)

  

Graph of Hartford Core Equity R4 Fund (HGISX) Portfolio TrackingHartford Core Equity R4 (HGISX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford Core Equity R4 fund (HGISX)

DateCashStockBondOther
03/20168.19%90.88%0%0.93%
02/20166.67%93.33%0%0%
01/20164.3%95.7%0%0%
Click here to see more historic asset allocation information on Hartford Core Equity R4 Fund (HGISX)

 

graph of Hartford Core Equity R4 Fund (HGISX) Top 10 Position TrackingTop 10 Holdings in Hartford Core Equity R4 (HGISX) Fund

Discover what Hartford Core Equity R4 Fund (HGISX) 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 R4 Fund (HGISX)

  

Latest News on Hartford Core Equity R4 (HGISX) Fund

See what is happening with Hartford Core Equity R4 Fund (HGISX)

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Hartford Core Equity R4 Fund (HGISX) Related ResourcesSee more information on Hartford Core Equity R4 (HGISX) Fund

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