HBGHX Mutual Fund

HBGHX Mutual Fund (Hartford Healthcare HLS Fund Class IB) is managed by Hartford Funds with $23.6M in net assets. HBGHX expense ratio is 1.19%, holding 86 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2000-05-01.

HBGHX performance shows a YTD return of 4.69%. The 1-year return is 32.30% and the 5-year return is 2.38%. HBGHX dividend yield stands at 5.47%, paid annually.

HBGHX top holdings include Eli Lilly & Co. (12.1%), Merck & Company Inc (6.7%), Johnson & Johnson - Common (6.0%), Unitedhealth Group Incorporated (4.1%), INTUITIVE SURG (3.5%). Go to all HBGHX holdings, HBGHX sectors, or HBGHX dividends.

HBGHX can be compared against other funds. Use HBGHX overlap to find shared positions, or HBGHX vs another fund for a side-by-side view. HBGHX alternatives are available via the screener, along with tax-loss harvesting opportunities.