Hartford Balanced HLS Fund

30.69NAV (as of 4/23/2018)
+0.00 (+0.00%) NAV Change
Allocation 50-70% EquityMorningstar Category
Mixed-Asset Target Allocation Growth FundsLipper Classification

Summary Prospectus

Objective

Seeks long-term total return.

Overview

A balanced fund designed to shift stock and bond allocations opportunistically based on changing market environments.

Effective 12/31/17, this Fund is closed to new qualified pension and retirement plans. Please refer to the fund supplement dated 9/28/17 for more information.

More About Balanced HLS Fund

Performance (%)
	YTD	1YR	3YR	5YR	10YR	SI
	% (as of 3/31/2018)	Average Annual Total Returns % (as of 3/31/2018)
Hartford Balanced HLS IA	-1.10	9.77	6.16	8.55	7.15	8.96
Benchmark	-0.92	8.87	6.97	8.64	7.26	---
Morningstar Allocation 50-70% Equity Category	-1.26	7.66	4.94	6.47	5.50	---

Performance (%)
	YTD	1YR	3YR	5YR	10YR	SI
	% (as of 3/31/2018)	Average Annual Total Returns % (as of 3/31/2018)
Hartford Balanced HLS IA	-1.10	9.77	6.16	8.55	7.15	8.96
Benchmark	-0.92	8.87	6.97	8.64	7.26	---
Morningstar Allocation 50-70% Equity Category	-1.26	7.66	4.94	6.47	5.50	---

SI = Since Inception. Fund Inception: 03/31/1983

Operating Expenses: Net 0.63% | Gross 0.66%

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

IA-Share Morningstar Ratings
(as of 3/31/2018)

Overall

:
Overall Morningstar Rating for Balanced HLS Fund, Class IA, as of 3/31/2018 out of 680 products in the Allocation 50-70% Equity Category Based on Risk-Adjusted Returns

Calendar Year Returns (%)
	Fund	Benchmark	Peergroup
2017	15.59	14.24	13.22
2016	6.04	8.33	7.37
2015	0.18	1.13	-1.98
2014	9.79	10.32	5.83
2013	21.19	17.55	16.10
2012	12.02	11.32	11.85
2011	1.86	4.61	-0.40
2010	12.14	11.81	11.73
2009	30.29	17.52	24.04
2008	-31.64	-22.04	-28.19

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

Characteristics Holdings are subject to change. Percentages may be rounded.

Characteristics

Statistics
As of Date	3/31/2018
Net Assets	$2.2 billion
# of Holdings	74
Beta	0.68
R Squared	0.96
Turnover (3/31/2018)	27%
% in Stocks	67%
% in Bonds	31%
% in Foreign	14%
% in Foreign Equities	10%
Cash and Cash Equivalents	2%
Dividend Frequency	Annually

Equity Holdings Characteristics
(as of 3/31/2018)
	Fund
# of Holdings	74
% in Foreign Equities	10%
Asset Weighted Market Cap	$180.0 billion
EPS Growth Rate	12.8%
Median Market Cap	$64.8 billion
Price/Earnings	13.8x
Return on Equity	18.1%

Fixed-Income Holdings Characteristics

(as of 3/31/2018)
label	fundvalue
# of Fixed Issuers	240
Effective Duration	6.04 yrs.

Equity Sector Exposure (%)

3/31/2018
12/31/2017

(as of 3/31/2018)
label	currentpercentage
Financials	16.8
Health Care	16.1
Consumer Discretionary	13.7
Information Technology	25.1
Industrials	9.9
Energy	6.2
Materials	3.0
Utilities	2.5
Real Estate	1.3
Telecommunication Services	0.0
Consumer Staples	5.4

(as of 12/31/2017)
label	currentpercentage
Financials	17.4
Health Care	14.3
Consumer Discretionary	12.6
Information Technology	26.0
Industrials	10.9
Energy	6.4
Materials	3.3
Utilities	2.4
Real Estate	1.2
Telecommunication Services	0.0
Consumer Staples	5.5

Based on Global Industry Classification Standard (GICS), which was developed by and is the exclusive property and a service mark of MSCI Inc. (MSCI) and Standard & Poor’s, a division of The McGraw-Hill Companies, Inc. (S&P). Excludes cash. May not total to 100% due to rounding and/or pooled vehicle allocations.

Top 10 Equity Holdings (%)

3/31/2018
12/31/2017

(as of 3/31/2018)
label	percentageholding
Alphabet, Inc.	3.00
Microsoft Corp.	2.71
JP Morgan Chase & Co.	1.82
Cisco Systems, Inc.	1.74
NextEra Energy, Inc.	1.68
Wells Fargo & Co.	1.57
Bank of America Corp.	1.55
Facebook, Inc.	1.47
Home Depot, Inc.	1.35
UnitedHealth Group, Inc.	1.29
Total Portfolio %	18.18

(as of 12/31/2017)
label	percentageholding
Alphabet, Inc.	2.99
Microsoft Corp.	2.50
Apple, Inc.	1.97
Wells Fargo & Co.	1.79
JP Morgan Chase & Co.	1.74
Facebook, Inc.	1.58
NextEra Energy, Inc.	1.58
Cisco Systems, Inc.	1.53
Bank of America Corp.	1.50
QUALCOMM, Inc.	1.42
Total Portfolio %	18.60

Top 10 Fixed Income Holdings (%)

3/31/2018
12/31/2017

(as of 3/31/2018)
label	percentageholding
U.S. Treasury Bonds	3.70
U.S. Treasury Notes	3.14
Bank of America Corp.	0.60
Morgan Stanley	0.43
Postal Square L.P.	0.38
Qatar Government International Bond	0.33
AT&T, Inc.	0.29
CSAIL Commercial Mortgage Trust	0.29
CVS Health Corp.	0.29
Madison Park Funding Ltd.	0.29
Total Portfolio %	9.74

(as of 12/31/2017)
label	percentageholding
U.S. Treasury Notes	4.09
U.S. Treasury Bonds	3.51
Bank of America Corp.	0.58
Morgan Stanley	0.42
Postal Square L.P.	0.37
Goldman Sachs Group, Inc.	0.36
Qatar Government International Bond	0.32
CSAIL Commercial Mortgage Trust	0.29
Illinois State, GO	0.29
HSBC Holdings plc	0.26
Total Portfolio %	10.49

Excel Full Portfolio Holdings Excel PDF Full Portfolio Holdings

Market Cap Distribution %
(as of 03/31/2018)
Less than $2 billion	0.1
$2 billion - $5 billion	1.1
$5 billion - $10 billion	3.3
Greater than $10 billion	95.5

Fund Essentials
Inception Date	03/31/1983
Symbol	HADAX
CUSIP	416528875
Fund Number	2045

Fixed-Income Sector Exposure (%)

3/31/2018
12/31/2017

(as of 3/31/2018)
label	currentpercentage
Investment Grade Credit	60.7
US Asset-Backed	8.7
US Mortgage-Backed	4.0
Commercial Mortgages	2.8
Non-Investment Grade	1.8
Non-US$ Investment Grade	0.0
Other	0.0
US Government & Agencies	22.0

(as of 12/31/2017)
label	currentpercentage
Investment Grade Credit	60.6
US Asset-Backed	7.7
US Mortgage-Backed	3.9
Commercial Mortgages	2.6
Non-Investment Grade	1.2
Non-US$ Investment Grade	0.0
Other	0.0
US Government & Agencies	24.0

Insights

The 5-Minute Forecast

Wed Apr 18 11:24:00 EDT 2018

A concise summary of the Hartford Funds Multi-Asset Team’s views on the main challenges facing investors: Growth, Income, Volatility, Inflation, and Taxes.

2018 Outlooks (Schroders)

Fri Dec 22 14:06:00 EST 2017

Thought leaders from Schroder Investment Management provide their outlook on issues that may influence markets and portfolios going forward.

1Q 2018 Outlooks (Wellington)

Thu Dec 21 14:06:00 EST 2017

Thought leaders from Wellington Management provide their outlook on issues that may influence markets and portfolios going forward.

Literature

Fund Literature Select All
Summary Prospectus 05/01/2017 \| pdf Email Available For Download Only
Semi Annual Report 06/30/2017 \| pdf Email Available For Download Only
Statutory Prospectus 05/01/2017 \| pdf Email Available For Download Only
Annual Report 12/31/2017 \| pdf Email Available For Download Only
SAI 05/01/2017 \| pdf Email Available For Download Only

Fund Literature

Select All

Summary Prospectus

05/01/2017 | pdf

Available For
Download Only

Semi Annual Report

06/30/2017 | pdf

Available For
Download Only

Statutory Prospectus

05/01/2017 | pdf

Available For
Download Only

Annual Report

12/31/2017 | pdf

Available For
Download Only

SAI

05/01/2017 | pdf

Available For
Download Only

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A WORD ABOUT RISK

Investing involves risk, including the possible loss of principal. The fund seeks to achieve its investment objective by allocating assets among different asset classes. There is no guarantee a fund will achieve its stated objective. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments. • Fixed income security risks include credit, liquidity, call, duration, and interest-rate risk. As interest rates rise, bond prices generally fall. • Mortgage related- and asset-backed securities’ risks include credit, interest-rate, prepayment, and extension risk. • Obligations of U.S. Government agencies are supported by varying degrees of credit but are generally not backed by the full faith and credit of the U.S. Government.

Hartford HLS Funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA. Advisory services are provided by Hartford Funds Management Company, LLC (HFMC). The Funds are sub-advised by Wellington Management Company LLP, which is not affiliated with HFD or HFMC.

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