HARTFORD CORE EQUITY FUND - Hartford

Shareclass
HARTFORD CORE EQUITY FUND Class Y (HGIYX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund HARTFORD CORE EQUITY FUND - Hartford

FUND COVERAGE
# of holdings70
% of assets100%
Score
55 / 100
Rank

76.5 percentile

Group: U.S. Large Cap Equity

Rank: #326 out of 1,373

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Marriott International Inc/MD
         % of fund invested: 1.02%
         $USD invested: $115.57M
  • 2. Welltower Inc
         % of fund invested: 1.08%
         $USD invested: $122.73M
  • 3. Mastercard Inc
         % of fund invested: 1.94%
         $USD invested: $220.78M
  • 4. Philip Morris International Inc
         % of fund invested: 1.44%
         $USD invested: $163.71M
  • 5. JPMorgan Chase & Co
         % of fund invested: 2.16%
         $USD invested: $246.14M
  • 6. Wells Fargo & Co
         % of fund invested: 1.44%
         $USD invested: $163.82M
  • 7. Johnson & Johnson
         % of fund invested: 1.58%
         $USD invested: $179.99M
  • 8. Goldman Sachs Group Inc/The
         % of fund invested: 1.27%
         $USD invested: $144.67M
  • 9. Vertex Pharmaceuticals Inc
         % of fund invested: 0.99%
         $USD invested: $113.25M
  • 10. Microsoft Corp
         % of fund invested: 6.39%
         $USD invested: $727.42M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. EchoStar Corp
         % of fund invested: 0.28%
         $USD invested: $31.47M
  • 2. FTAI Aviation Ltd
         % of fund invested: 0.58%
         $USD invested: $66.11M
  • 3. Broadcom Inc
         % of fund invested: 3.47%
         $USD invested: $395.04M
  • 4. Monster Beverage Corp
         % of fund invested: 0.5%
         $USD invested: $56.35M
  • 5. Cadence Design Systems Inc
         % of fund invested: 0.64%
         $USD invested: $72.63M
  • 6. Simon Property Group Inc
         % of fund invested: 0.92%
         $USD invested: $105.28M
  • 7. Builders FirstSource Inc
         % of fund invested: 0.28%
         $USD invested: $32.34M
  • 8. BJ's Wholesale Club Holdings Inc
         % of fund invested: 1.01%
         $USD invested: $114.51M
  • 9. KKR & Co Inc
         % of fund invested: 0.62%
         $USD invested: $70.57M
  • 10. Parker-Hannifin Corp
         % of fund invested: 0.8%
         $USD invested: $91.07M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund HARTFORD CORE EQUITY FUND - Hartford

Totals

Holdings
Assets
Weight
Prisons
6.0
$2.42B
21%
     Prisons high risk
2.0
$140.32M
1.23%
     Private prisons
0.0
$0
0%
Borders
6.0
$2.37B
21%
     Borders high risk
3.0
$287.13M
2.52%
Total
7.0
$2.57B
23%
Full fund results

Holdings — 7 flagged holdings

1.
Alphabet Inc
Prisons
Borders
$783.79M
6.88%
Prisons
Borders :
$783.79M
6.88%
2.
Microsoft Corp
Prisons
Borders
$727.42M
6.39%
Prisons
Borders :
$727.42M
6.39%
3.
Amazon.com Inc
Prisons
Borders
$576.24M
5.06%
Prisons
Borders :
$576.24M
5.06%
4.
Walmart Inc
Prisons
$196.72M
1.73%
Prisons
$196.72M
1.73%
5.
RTX Corp
Borders
$146.82M
1.29%
Borders :
$146.82M
1.29%
6.
L3Harris Technologies Inc
Prisons
Borders
$79.06M
0.69%
Prisons
Borders :
$79.06M
0.69%
7.
Motorola Solutions Inc
Prisons
Borders
$61.25M
0.54%
Prisons
Borders :
$61.25M
0.54%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer