Hartford Core Equity Fund
Shareclass
Hartford Core Equity R5 (HGITX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Hartford Core Equity Fund
FUND COVERAGE
# of holdings65
% of assets99%
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
Top 10 holdings by Gender Equality score
- 1. Boston Scientific Corp0.5%$57.43M
- 2. Marriott International Inc Class A1.03%$118.04M
- 3. Welltower Inc1.18%$136.28M
- 4. Mastercard Inc Class A2.39%$275.03M
- 5. Philip Morris International Inc1.28%$147.57M
- 6. JPMorgan Chase & Co2.51%$288.58M
- 7. Wells Fargo & Co1.51%$173.95M
- 8. The Goldman Sachs Group Inc1.15%$132.88M
- 9. Vertex Pharmaceuticals Inc0.95%$109.38M
- 10. Microsoft Corp7.76%$892.94M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lennar Corp Class A0.56%$64.77M
- 2. RPM International Inc0.69%$79.74M
- 3. Broadcom Inc3.42%$393.91M
- 4. Monster Beverage Corp0.51%$58.2M
- 5. Builders FirstSource Inc0.51%$58.15M
- 6. AMETEK Inc0.66%$75.45M
- 7. BJ's Wholesale Club Holdings Inc0.95%$109.06M
- 8. KKR & Co Inc Ordinary Shares0.7%$80.26M
- 9. Parker Hannifin Corp0.98%$112.54M
- 10. Atmos Energy Corp0.92%$106.21M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Hartford Core Equity Fund
Totals
Holdings
Assets
Weight
Prisons
5
$2.34B
20%
Prisons high risk
1
$86.08M
0.75%
Private prisons
0
$0
0%
Borders
5
$2.26B
20%
Borders high risk
2
$229.81M
2%
Total
6
$2.48B
22%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$892.94M
7.76%
2.
Alphabet Inc Class A
:$593.91M
5.16%
3.
Amazon.com Inc
:$548.08M
4.76%
4.
Walmart Inc
$215.03M
1.87%
5.
RTX Corp
:$143.73M
1.25%
6.
Motorola Solutions Inc
:$86.08M
0.75%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Hartford Core Equity Fund HGITX
Environment
Social
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