Nasdaq - Delayed Quote USD

Hartford Stock HLS IB (HIBSX)

104.82 +0.40 (+0.38%)
At close: 8:01 PM EST
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DELL
  • Previous Close 104.42
  • YTD Return 9.66%
  • Expense Ratio 0.76%
  • Category Large Blend
  • Last Cap Gain 46.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 1.33B
  • Beta (5Y Monthly) 0.72
  • Yield 1.22%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.28
  • Inception Date Apr 1, 1998

The fund normally invests at least 80% of its assets in equity securities. The advisor may invest in stocks within a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Index as selected by the fund's sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund may invest up to 20% of its net assets in the securities of foreign issuers and non-dollar securities.

Hartford Mutual Funds

Fund Family

Large Blend

Fund Category

1.33B

Net Assets

1998-04-01

Inception Date

Performance Overview: HIBSX

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Trailing returns as of 11/6/2024. Category is Large Blend.

YTD Return

HIBSX
9.66%
Category
5.31%
?

1-Year Return

HIBSX
20.92%
Category
20.31%
?

3-Year Return

HIBSX
5.37%
Category
6.48%
?

5-Year Return

HIBSX
10.36%
Category
11.78%
?

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Holdings: HIBSX

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Top 10 Holdings (34.21% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 3.95%
AAPL
Apple Inc. 3.90%
MCD
McDonald's Corporation 3.76%
SYK
Stryker Corporation 3.63%
UNH
UnitedHealth Group Incorporated 3.63%
DHR
Danaher Corporation 3.45%
LIN
Linde plc 3.07%
ACN
Accenture plc 2.97%
V
Visa Inc. 2.94%
NOC
Northrop Grumman Corporation 2.92%

Sector Weightings

SectorHIBSX
Healthcare ? 19.47%
Technology ? 17.68%
Industrials ? 16.61%
Real Estate ? 3.12%
Utilities ? 0.00%
Energy ? 0.00%

Recent News: HIBSX

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Research Reports: HIBSX

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