About HAIAX
Hartford Core Equity Fund Class A is an actively managed mutual fund focused on long-term capital growth through investment in U.S. equities. The fund’s strategy emphasizes companies exhibiting improving quality metrics, strong business momentum, and attractive relative valuations, while maintaining a risk-aware, research-driven approach. Portfolio management is sub-advised by Wellington Management, leveraging robust analytical resources and extensive sector expertise.
With over $10 billion in assets, the fund primarily holds large-cap companies, aligning its portfolio closely with the S&P 500 Index. It typically invests at least 80% of its assets in common stocks, seeking broad diversification across industries and companies. While the portfolio is heavily weighted towards technology, consumer staples, industrials, and healthcare, it is relatively light in sectors such as energy and materials. The top holdings frequently include major U.S. corporations like Microsoft, Apple, NVIDIA, Amazon.com, and Alphabet, reflecting its large-cap growth orientation.
The Hartford Core Equity Fund Class A is positioned within the large blend category, aiming to deliver competitive risk-adjusted returns through a disciplined investment process and is recognized for its consistency and risk management focus.
Fund Family Hartford Mutual Funds
Category Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol HAIAX
Share Class Class A
Index S&P 500 TR
HAIAX had a total return of 13.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.66%.
