HBGIX Mutual Fund

HBGIX Mutual Fund (Hartford Disciplined Equity HLS Fund Class IB) is managed by Hartford Funds with $295.2M in net assets. HBGIX expense ratio is 0.85%, holding 80 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1998-05-29.

HBGIX performance shows a YTD return of 7.20%. The 1-year return is 14.18% and the 5-year return is 10.01%. HBGIX dividend yield stands at 9.93%, paid annually.

HBGIX top holdings include Nvidia Corp. (8.2%), Apple, Inc (7.6%), Alphabet Inc Common Stock USD 0.001 (6.3%), Microsoft Corp (5.9%), Amazon.Com Inc (4.8%). Go to all HBGIX holdings, HBGIX sectors, or HBGIX dividends.

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