The Hartford Healthcare Fd Cl Y
HGHYX
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- The Hartford Healthcare Fund Class Y (HGHYX) is an open-end mutual fund that seeks long-term capital appreciation by investing at least 80% of its assets in equity securities of health care-related companies worldwide. It employs a broad approach across the health care sector, including pharmaceuticals, biotechnology, medical delivery, medical products, medical services, managed health care, health information services, and emerging health-related subsectors; the fund normally allocates at least 25% of total assets, in aggregate, to pharmaceuticals and biotechnology, medical products, and health services; it targets companies of any market capitalization through fundamental stock selection by its sub-adviser, Wellington Management Company LLP. The fund, managed by Hartford Funds Management Company, LLC since its inception on May 1, 2000, maintains a portfolio of approximately 74 holdings, with top positions in companies such as Eli Lilly & Co., UnitedHealth Group Inc., Johnson & Johnson, Merck & Co. Inc., and AbbVie Inc.; it operates primarily in the United States with exposure to non-U.S. equities (about 9%), United Kingdom, Eurozone, and Japan. Headquartered in Wayne, Pennsylvania, as part of Hartford Funds, which manages approximately $152 billion in assets as of September 30, 2025, the fund's Class Y shares feature a net expense ratio of 1.03%, no front-end or deferred loads, and a minimum initial investment of $250,000. Recent developments include a prospectus restatement on June 2, 2025, following the original February 28, 2025 filing, alongside ongoing sub-advisory collaboration with Wellington Management; Hartford Funds launched complementary products such as the Hartford Equity Premium Income ETF (HEMI) in December 2025, sub-advised by Wellington, reflecting expanded options overlay strategies in the equity space; performance updates as of November 30, 2025, show year-to-date cumulative returns of around 15-16% for comparable share classes, with portfolio turnover at 40%.