Hartford Core Equity A

Frequently Asked Questions About HAIAX

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) is one share class of a fund that manages $11.08B across all of its share classes (HGITX, HGIYX report the same total). Our data does not carry the assets of this share class alone. 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 actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (HAIAX's is 0.70%) in exchange for the discretion to over- or under-weight positions.

When was HAIAX launched?

Hartford Core Equity A (HAIAX) launched in April 1998 and is managed by Hartford.

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.