Seeks growth of capital.
A fund that seeks to buy large-cap U.S. stocks with improving quality trends, business momentum, and attractive relative valuations.
Focusing on Fundamentals
The Hartford Core Equity Fund’s portfolio management team believes that changes in a company’s fundamentals are often not reflected in its stock price and that markets frequently underestimate the persistence of a company’s fundamentals.
Relying on Experience and Expertise
The Fund’s portfolio management team relies on their extensive investment experience with large-cap companies and the deep, fundamental research from sub-adviser Wellington Management to create a portfolio that focuses on U.S. companies with improving quality, business momentum, and attractive valuations.
A Patient, Long-Term Approach
Many portfolio managers seek a catalyst based on what may happen to a company over the next six to 12 months. By contrast, the Fund focuses on what a company may look like over the next three to five years. The end result is a portfolio that has between 60 and 90 holdings (versus 500 holdings in its benchmark).
The portfolio managers are supported by the full resources of Wellington.
(as of 8/31/2023)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 8/31/2023)
|Hartford Core Equity I||14.34||11.84||8.15||10.11||12.62||7.58|
|Morningstar Large Blend Category||15.10||13.85||9.76||9.70||11.32||---|
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
SI = Since Inception.
Fund Inception: 04/30/1998
Share Class Inception: 3/31/15.
Class I-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. SI performance is calculated from 4/30/98.
|# of Holdings||63|
|% in Equities||99|
|% in Foreign Equities||0|
|Beta (3 year)||0.94|
|R Squared (3 year)||0.99|
|EPS Growth Rate||16.5%|
|Asset Weighted Market Cap (billions)||$699.3|
|Return on Equity||33.5%|
|Median Market Cap (billions)||$89.9|
Market Cap Header3
|Less than $2 billion||0|
|$2 billion - $5 billion||0|
|$5 billion - $10 billion||0|
|Greater than $10 billion||100|
Alpha (5 Year)
Down Capture (5 Year)
Information Ratio (5 Year)
Sharpe Ratio (5 Year)
Up Capture (5 Year)
|BENCHMARK||UNDERWEIGHT / OVERWEIGHT|
|6/30/23||8/31/23||8/31/23||-4 0 4|
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