About HBGIX
The Hartford Disciplined Equity HLS Fund Class IB is an actively managed mutual fund focused on achieving long-term capital growth by investing primarily in large-cap U.S. equities. The fund employs a disciplined investment process, seeking companies with improving quality trends, strong business momentum, and attractive relative valuations. Its portfolio consists entirely of domestic equities, with no foreign exposure, and typically holds around 68–72 stocks—concentrating on major industry leaders such as Microsoft, Apple, NVIDIA, Amazon, and Alphabet.
Supported by Wellington Management, the fund utilizes fundamental analysis and risk controls to construct a diversified blend-style portfolio. It aims to mirror the general characteristics of the U.S. large-cap market, often resembling the S&P 500 Index in terms of sector allocation and risk profile. The fund is characterized by moderate turnover and active share, striving to balance risk and return while emphasizing consistency and disciplined stock selection. With its large asset base and a competitive expense ratio, this fund occupies a notable position in the large blend mutual fund category, serving investors seeking diversified exposure to leading U.S. companies with a focus on quality and valuation metrics.
Fund Family Hartford Mutual Funds
Category Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol HBGIX
Share Class Ib
Index S&P 500 TR
HBGIX had a total return of 13.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.82%.
