HVOTX : Hartford Quality Value Fund Class R5

HVOTX is a US Stocks Market Large Value with LOW fees.

HVOTX

Hartford Quality Value Fund Class R5

FI Score

50 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

50% FI Score
  • hvotx
  • Mutual Fund
  • US Stocks
  • Large Value

Hartford Quality Value Fund Class R5

Expenses: 0.58% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in common stocks of issuers located in the United States. The fund's sub-adviser chooses the fund's investments using fundamental research to seek to identify high-quality companies demonstrating a commitment to dividends and shareholders and improving or sustainable operating characteristics. The fund may invest in a broad range of market capitalizations, but the sub-adviser tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Value Index.

Largest Holdings

Amount Holding
4.32% JPMorgan Chase & Co
3.99% Bank of America Corp
3.91% Verizon Communications Inc
3.30% Intel Corp
3.27% Pfizer Inc
2.79% Chevron Corp
2.41% Medtronic PLC
2.12% Comcast Corp Class A
1.99% PNC Financial Services Group Inc
1.94% Philip Morris International Inc
1.93% Citigroup Inc
1.68% AstraZeneca PLC ADR
1.59% McDonald's Corp
1.55% Broadcom Inc
1.53% UnitedHealth Group Inc
1.52% Merck & Co Inc
1.44% Lowe's Companies Inc
1.42% Chubb Ltd
1.42% Target Corp
1.39% Deere & Co
1.38% Cisco Systems Inc
1.37% Kellogg Co
1.37% Honeywell International Inc
1.36% Becton, Dickinson and Co
1.35% Eversource Energy

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