About HGITX
Hartford Core Equity Fund Class R5 is a mutual fund designed to seek long-term capital growth by investing primarily in the common stocks of large-cap U.S. companies. The fund follows a research-driven approach, focusing on firms exhibiting improving quality metrics, strong business momentum, and attractive relative valuations. Its disciplined, risk-aware investment process is managed by portfolio managers at Wellington Management, emphasizing independent analysis and broad market insight. The fund typically maintains a well-diversified portfolio, favoring sectors such as consumer staples, industrials, and healthcare, while underweighting energy, materials, and communication services. With over 99% allocation to equities and a portfolio concentrated in companies with large market capitalizations comparable to those in the S&P 500 Index, the fund serves as a core holding for investors seeking exposure to leading U.S. industries. Its moderate turnover rate and emphasis on minimizing unintended risks contribute to its reputation within the large blend category, offering a balanced approach to equity market participation.
Fund Family Hartford Mutual Funds
Category Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HGITX
Share Class Class R5
Index S&P 500 TR
HGITX had a total return of 34.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.84%.
