Morningstar

Hartford Core Equity Y HGIYX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis HGIYX

Will HGIYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HGIYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HGIYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HGIYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Remains in solid hands.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. While Hartford Core Equity's longtime lead manager retired in June, the funds remain in solid hands with Douglas McLane in charge. Additionally, McLane draws on another experienced comanager and a robust analytical team. The remainder of this analysis is from Aug. 1, 2023.

by Stephen Welch
Rated on Published on

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