The Institutional U.S. Equity PortfolioHCIGX
Type
Mutual fund
Peer group
Alternative
Net assets
$2.9B
Expense ratio
0.17%
1-year return
+16.4%
3 years, a year
+19.1%
5 years, a year
+10.0%
12-month yield
16.24%
Holdings
1,067
What it aims to do.
The investment objective of The Institutional U.S. Equity Portfolio is to provide capital appreciation,
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Ss Inst Treas Plus Mm Fun | 11.84% |
| Vanguard European Stock Index Fund | 5.94% |
| Vanguard Tax Managed Fund FTSE Developed Markets ETF | 4.61% |
| MSFT Microsoft Corporation | 2.90% |
| NVDA Nvidia Corporation | 2.83% |
| AAPL Apple Inc. | 2.55% |
| SPDR Series Trust - SPDR S&P Homebuilders ETF | 1.72% |
| State Street Institutional Investment Trust: State Street Institutional Treasury Plus Money Market Fund; Trust | 1.53% |
| AMZN Amazon.Com, Inc. | 1.51% |
| Vanguard 500 Index Fund | 1.47% |
More on HCIGX.
- HCIGX overview
- HCIGX holdings
- HCIGX risk
- HCIGX costs
- HCIGX money in and out
- HCIGX share classes
- Compare HCIGX 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.