Hartford Core Equity Fund

Frequently Asked Questions About HGITX

What does HGITX invest in?

Typically, this fund dedicates at least 80% of its capital to common stocks. The investment strategy emphasizes creating a widely diversified portfolio, spreading holdings across numerous industries and individual companies. Although the fund has the discretion to invest in companies of any size, the advisor's primary focus is on large-capitalization firms, specifically those with market values comparable to companies included in the S&P 500 Index.

What is the expense ratio of HGITX?

Hartford Core Equity Fund (HGITX) charges an expense ratio of 0.46%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HGITX?

Hartford Core Equity Fund (HGITX) is one share class of a fund that manages $11.35B across all of its share classes (HAIAX, 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 HGITX actively managed or an index fund?

HGITX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (HGITX's is 0.46%) in exchange for the discretion to over- or under-weight positions.

When was HGITX launched?

Hartford Core Equity Fund (HGITX) launched in December 2006 and is managed by Hartford.

How has HGITX performed?

HGITX'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.