Morningstar

Hartford Core Equity Fund Class R6 HAITX Fund Analysis

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

Morningstar’s Analysis HAITX

Will HAITX outperform in the 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 HAITX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HAITX 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 HAITX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still a reliable source of conservative exposure to US large caps.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Hartford Core Equity’s management team has evolved in recent years but remains solid, while its approach remains satisfactory rather than superior overall. The strategy, which includes a separately managed account as well as a mutual fund, retains its Above Average People and Average Process ratings.

by William Samuel Rocco
Rated on Published on

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