HBGIX Mutual Fund
HBGIX Mutual Fund
HBGIX Mutual Fund
Hartford Disciplined Equity HLS Fund Class IB
HBGIX Mutual Fund Overview
HBGIX Mutual Fund (Hartford Disciplined Equity HLS Fund Class IB) is managed by Hartford Funds with $285.8M 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 13.48%, paid annually.
HBGIX top holdings include Nvidia Corp (8.2%), Apple, Inc (7.6%), Alphabet Inc,class A (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.