HSTAX Mutual Fund

HSTAX Mutual Fund (Hartford Stock HLS Fund Class IA) is managed by Hartford Funds with $1.11B in net assets. HSTAX expense ratio is 0.52%, holding 60 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1977-08-31.

HSTAX performance shows a YTD return of 8.99%. The 1-year return is 11.69% and the 5-year return is 6.55%. HSTAX dividend yield stands at 17.06%, paid annually.

HSTAX top holdings include Microsoft Corp (6.2%), Broadcom Inc (5.5%), Eli Lilly & Co (4.5%), JPMorgan Chase & Co (4.2%), Mastercard Inc Class A (4.0%). Go to all HSTAX holdings, HSTAX sectors, or HSTAX dividends.

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