About HGICX
Hartford Core Equity Fund Class C is a mutual fund focused on growth of capital by investing primarily in U.S. large-cap equities. Managed with a research-driven process and sub-advised by Wellington Management, the fund seeks companies exhibiting improving quality metrics, business momentum, and attractive relative valuations. Its portfolio is broadly diversified across major sectors, though it emphasizes leading names in technology, consumer cyclical, healthcare, and financial services, as reflected by significant allocations to companies such as Apple, Microsoft, NVIDIA, Amazon.com, and Alphabet. The fund typically holds around 65-70 stocks and maintains a nearly 100% equity allocation, with little to no exposure to foreign equities. It adopts a risk-aware approach, aiming to deliver competitive returns while minimizing unintended risks, and demonstrates moderate turnover at about 28%. The fund’s performance and risk metrics, including a low beta and high R-squared with the S&P 500 Index, position it within the Large Blend category, making it a significant option for investors seeking diversified U.S. equity exposure through an actively managed strategy.
Fund Family Hartford Mutual Funds
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol HGICX
Share Class Class C
Index S&P 500 TR
HGICX had a total return of 15.63% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.96%.
