Hartford Disciplined Equity Hls FundHBGIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$2.8B
Expense ratio
0.85%
1-year return
+14.4%
3 years, a year
+18.2%
5 years, a year
+9.8%
12-month yield
13.35%
Holdings
80
What it aims to do.
The Fund seeks growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 8.19% |
| AAPL Apple Inc | 7.62% |
| GOOGL Alphabet Inc | 6.25% |
| MSFT Microsoft Corp | 5.88% |
| AMZN Amazon.com Inc | 4.83% |
| AVGO Broadcom Inc | 3.47% |
| META Meta Platforms Inc | 2.77% |
| LLY Eli Lilly & Co | 2.17% |
| JPM JPMorgan Chase & Co | 2.16% |
| MA Mastercard Inc | 1.92% |
More on HBGIX.
- HBGIX overview
- HBGIX holdings
- HBGIX risk
- HBGIX costs
- HBGIX money in and out
- HBGIX share classes
- Compare HBGIX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.