- What does HAIAX invest in?
- Under normal circumstances, the fund invests at least 80% of its assets in common stocks. Its portfolio seeks to be broadly diversified by industry and company. The fund may invest in a broad range of market capitalizations, but the advisor tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index.
- What is the expense ratio of HAIAX?
- Hartford Core Equity A (HAIAX) charges an expense ratio of 0.70%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is HAIAX?
- Hartford Core Equity A (HAIAX) manages $11.51B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is HAIAX actively managed or an index fund?
- HAIAX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (HAIAX's is 0.70%) because there's no security selection cost.
- When was HAIAX launched?
- Hartford Core Equity A (HAIAX) launched in April 1998 and is managed by the fund issuer.
- How has HAIAX performed?
- HAIAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
