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How is Hartford Healthcare A Fund (HGHAX) Performing?

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Hartford Healthcare A (HGHAX - Free Report) a Zacks Rank #3 (Hold) was incepted in May 2000 and is managed by Hartford Investment Financial Services, LLC. HGHAX seeks long-term capital appreciation. HGHAX invests at least 80% of its assets in equity securities of health care related companies worldwide. HGHAX pays dividends and capital gains annually.

This fund, as of the last filing, allocates their fund in three major groups; Large Growth, Small Growth and Intermediate Bond. Further, as of the last filing, Bristol-Myers Squibb, UnitedHealth Group and Medtronic were the top holdings for HGHAX.

Hartford Healthcare A, managed by Hartford, carries an expense ratio of 1.31%. Moreover, HGHAX requires a minimal initial investment of $2,000.

HGHAX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 6.69%, 3 year 15.22% and 5 year 21.31%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

HGHAX’s performance, as of the last filing, when compared to funds in its category was in the top 31% in 1 year, top 17% over the past 3 years, and in the 38% over the past 5 years.

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