Morningstar

Hartford Global Impact F HGXFX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 16.28  /  −0.55 %
  • Total Assets 246.2 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.05%
  • Turnover 34%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis HGXFX

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

  • People Pillar

    The People Pillar is our evaluation of the HGXFX 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 HGXFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Hartford Global Impact F's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HGXFX

More HGXFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Xylem Inc

3.42 8.3 Mil
Industrials

Boston Scientific Corp

3.31 8.0 Mil
Healthcare

GoDaddy Inc Class A

3.17 7.7 Mil
Technology

Trane Technologies PLC Class A

3.11 7.5 Mil
Industrials

Westinghouse Air Brake Technologies Corp

2.96 7.2 Mil
Industrials

Hubbell Inc

2.35 5.7 Mil
Industrials

Adtalem Global Education Inc

2.19 5.3 Mil
Consumer Defensive

CyberArk Software Ltd

2.17 5.3 Mil
Technology

Eli Lilly and Co

2.16 5.2 Mil
Healthcare

Danaher Corp

2.11 5.1 Mil
Healthcare

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