HAITX : Hartford Core Equity Fund Class R6

HAITX is a US Stocks Market Large Blend with MODERATE fees.

HAITX

Hartford Core Equity Fund Class R6

FI Score

80 /100

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

9 /10

Category Score

10 /10

Market Size

9 /10

80% FI Score
  • haitx
  • Mutual Fund
  • US Stocks
  • Large Blend

Hartford Core Equity Fund Class R6

Expenses: 0.38% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks growth of capital. 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.

Largest Holdings

Amount Holding
4.17% Amazon.com Inc
3.84% Apple Inc
3.83% Microsoft Corp
2.72% Alphabet Inc A
2.42% Procter & Gamble Co
2.28% Facebook Inc A
2.13% Eli Lilly and Co
2.05% JPMorgan Chase & Co
2.05% E-mini S&P 500 Futures June20
1.93% UnitedHealth Group Inc
1.92% NextEra Energy Inc
1.89% Bank of America Corp
1.79% Mastercard Inc A
1.73% Walmart Inc
1.65% Verizon Communications Inc
1.59% Baxter International Inc
1.58% Thermo Fisher Scientific Inc
1.56% Medtronic PLC
1.54% McDonald's Corp
1.54% American Electric Power Co Inc
1.53% Leidos Holdings Inc
1.46% Colgate-Palmolive Co
1.45% The Walt Disney Co
1.44% Costco Wholesale Corp
1.42% Merck & Co Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs up duo