About HAITX
Hartford Core Equity Fund Class R6 is a U.S. equity mutual fund designed to seek long-term capital growth by investing primarily in large-cap companies exhibiting strong business momentum, improving quality metrics, and attractive valuations. Managed using a research-driven and risk-aware approach, the fund typically holds a diversified portfolio of approximately 65–70 securities, with its top holdings concentrated in leading technology, consumer, and financial firms such as Microsoft, Apple, NVIDIA, Amazon.com, and Alphabet. The fund’s strategy, supported by the resources of Wellington Management, emphasizes disciplined stock selection to deliver competitive returns while minimizing unintended risks. With over 98% of assets allocated to domestic equities and negligible exposure to bonds or international stocks, the fund serves as a core holding for investors seeking exposure to the U.S. large-cap blend segment. Notably, its active management results in a moderate turnover rate and an active share of around 50%, distinguishing it from passive index trackers while providing a balance between growth and value investments within its sector.
Fund Family Hartford Mutual Funds
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol HAITX
Share Class Class R6
Index S&P 500 TR
HAITX had a total return of 1.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.74%.
