Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Hartford Disciplined Equity HLS IB (HBGIX)

20.41
+0.38
+(1.90%)
At close: 8:04:18 PM EDT
Loading Chart for HBGIX
  • Previous Close 20.03
  • YTD Return -4.34%
  • Expense Ratio 0.84%
  • Category Large Blend
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 2.75B
  • Beta (5Y Monthly) 0.93
  • Yield 0.34%
  • 5y Average Return --
  • Holdings Turnover 27.00%
  • Last Dividend 0.08
  • Inception Date May 29, 1998

Under normal circumstances, the fund invests at least 80% of its assets in common stocks. It invests in a diversified portfolio of common stocks of issuers located primarily in the United States. The fund's portfolio is broadly diversified by industry and company. It may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index.

Hartford Mutual Funds

Fund Family

Large Blend

Fund Category

2.75B

Net Assets

1998-05-29

Inception Date

Performance Overview: HBGIX

View More

Trailing returns as of 4/9/2025. Category is Large Blend.

YTD Return

HBGIX
4.34%
Category
5.31%
 

1-Year Return

HBGIX
6.96%
Category
20.31%
 

3-Year Return

HBGIX
7.81%
Category
6.48%
 

5-Year Return

HBGIX
16.55%
Category
11.78%
 

People Also Watch

Holdings: HBGIX

View More

Sector Weightings

SectorHBGIX
Technology   30.11%
Healthcare   12.30%
Industrials   7.29%
Utilities   4.12%
Energy   2.97%
Real Estate   1.75%

Recent News: HBGIX

View More

Research Reports: HBGIX

View More

Top Mutual Funds