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 $284.4M 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 6.94%. The 1-year return is 28.29% and the 5-year return is 12.53%. HBGIX dividend yield stands at 9.95%, paid annually.
HBGIX top holdings include Nvidia Corp (8.2%), Apple Inc (7.6%), 'alphabet Inc., Class 'a'' (6.3%), Microsoft Corp 4.100 Feb 06 37 (5.9%), Amazon.Com Inc (4.8%). View all HBGIX holdings, sector breakdown, or dividend history.
HBGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HBGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.