Hartford Balanced HLS Fund

34.12NAV (as of 4/9/2021)
+0.19 (+0.56%) NAV Change
Allocation--50% to 70% EquityMorningstar Category
Mixed-Asset Target Alloc 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 certain qualified pension and retirement plans. For more information, please refer to the fund’s statutory prospectus.

More About Balanced HLS Fund

Performance (%)
	YTD	1YR	3YR	5YR	10YR	SI
	% (as of 3/31/2021)	Average Annual Total Returns % (as of 3/31/2021)
Hartford Balanced HLS IA	5.48	37.71	11.47	10.63	9.37	9.15
Benchmark	2.15	31.74	12.20	11.14	9.82	---
Morningstar Allocation--50% to 70% Equity Category	4.21	36.90	9.72	9.70	7.99	---

Performance (%)
	YTD	1YR	3YR	5YR	10YR	SI
	% (as of 3/31/2021)	Average Annual Total Returns % (as of 3/31/2021)
Hartford Balanced HLS IA	5.48	37.71	11.47	10.63	9.37	9.15
Benchmark	2.15	31.74	12.20	11.14	9.82	---
Morningstar Allocation--50% to 70% Equity Category	4.21	36.90	9.72	9.70	7.99	---

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 3/31/2021)

Overall

:
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 641, 641, 574 and 412 products, respectively. Morningstar Rating^TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
:
641 Products | Allocation--50% to 70% Equity Category

Based on Risk-Adjusted Returns

Calendar Year Returns (%)
	Fund	Benchmark	Peergroup
2020	11.62	14.87	---
2019	22.80	22.20	---
2018	-5.24	-2.41	---
2017	15.59	14.24	---
2016	6.04	8.33	---
2015	0.18	1.13	---
2014	9.79	10.32	---
2013	21.19	17.55	---
2012	12.02	11.32	---
2011	1.86	4.61	---

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

CharacteristicsAllocations, exposures and holdings are subject to change. Percentages may be rounded.

Characteristics

Allocations, exposures and holdings are subject to change. Percentages may be rounded.

Statistics
As of Date	2/28/2021
Net Assets	$2.0 billion
% in Equities	68
% in Bonds	28
% in Cash and Cash Equivalents	4
Beta (3 year)	0.70
R Squared (3 year)	0.97
Turnover (12/31/2020)	43%
Dividend Frequency	Quarterly

Equity Holdings Characteristics
(as of 2/28/2021)
	Fund
# of Equity Holdings	64
Price/Earnings	15.0x
Price/Book	2.8x
EPS Growth Rate	15.7%
Return on Equity	25.9%
Asset Weighted Market Cap (billions)	$310.1
Median Market Cap (billions)	$58.5

Fixed-Income Holdings Characteristics
(as of 2/28/2021)
	Fund
# of Fixed-Income Issuers	225
Effective Duration	7.19 yrs

Equity Sector Exposure (%)

2/28/2021
12/31/2020

(as of 2/28/2021)
label	currentpercentage
Information Technology	23
Health Care	19
Financials	16
Industrials	12
Communication Services	11
Consumer Discretionary	9
Materials	4
Consumer Staples	2
Real Estate	1
Energy	1
Utilities	1

(as of 12/31/2020)
label	currentpercentage
Information Technology	22
Health Care	20
Financials	15
Industrials	12
Communication Services	11
Consumer Discretionary	9
Materials	4
Consumer Staples	4
Real Estate	1
Energy	1
Utilities	1

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 (%)

2/28/2021
12/31/2020

(as of 2/28/2021)
label	percentageholding
Microsoft Corp.	4.39
Alphabet, Inc.	3.92
Facebook, Inc.	2.09
JP Morgan Chase & Co.	2.03
UnitedHealth Group, Inc.	1.82
Comcast Corp.	1.65
Cisco Systems, Inc.	1.52
Bank of America Corp.	1.46
Eli Lilly & Co.	1.42
Pfizer, Inc.	1.38
Total Portfolio %	21.68

(as of 12/31/2020)
label	percentageholding
Microsoft Corp.	4.36
Alphabet, Inc.	3.51
Facebook, Inc.	2.31
UnitedHealth Group, Inc.	1.99
JP Morgan Chase & Co.	1.82
Comcast Corp.	1.70
Cisco Systems, Inc.	1.50
Bank of America Corp.	1.48
Pfizer, Inc.	1.47
Automatic Data Processing, Inc.	1.30
Total Portfolio %	21.44

Top 10 Fixed Income Holdings (%)

2/28/2021
12/31/2020

(as of 2/28/2021)
label	percentageholding
U.S. Treasury Notes	6.20
U.S. Treasury Bonds	4.57
Bank of America Corp.	0.41
FNMA Mortgage Backed Securities (POOLS)	0.35
HSBC Holdings plc	0.35
Qatar Government International Bond	0.33
BPCE S.A.	0.32
AT&T, Inc.	0.30
Barclays plc	0.26
JP Morgan Chase & Co.	0.25
Total Portfolio %	13.34

(as of 12/31/2020)
label	percentageholding
U.S. Treasury Notes	6.29
U.S. Treasury Bonds	4.97
FNMA Mortgage Backed Securities (POOLS)	0.46
Bank of America Corp.	0.42
JP Morgan Chase & Co.	0.37
Qatar Government International Bond	0.33
BPCE S.A.	0.32
AT&T, Inc.	0.28
Barclays plc	0.26
NBK SPC Ltd.	0.25
Total Portfolio %	13.95

PDF Full Portfolio Holdings

Market Cap Distribution %
(as of 2/28/2021)
	Fund
Less than $2 billion	0
$2 billion - $5 billion	2
$5 billion - $10 billion	7
Greater than $10 billion	90
Not Classified	1

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

Fixed-Income Sector Exposure (%)

2/28/2021
12/31/2020

(as of 2/28/2021)
label	currentpercentage
Investment Grade Credit	52
United States Government	36
Asset Backed Securities	5
Mortgage Backed Securities	3
Commercial Mortgage Backed Securities	2
Cash, Cash Equivalents and Cash Offsets	1
High Yield Credit	1
Bank Loans	0
Developed Government and Related (Non-US $)	0
Emerging Market Debt	0
Other	0

(as of 12/31/2020)
label	currentpercentage
Investment Grade Credit	52
United States Government	37
Asset Backed Securities	4
Mortgage Backed Securities	4
Commercial Mortgage Backed Securities	2
Cash, Cash Equivalents and Cash Offsets	0
High Yield Credit	1
Bank Loans	0
Developed Government and Related (Non-US $)	0
Emerging Market Debt	0
Other	0

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Summary Prospectus

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A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.

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Semi Annual Report

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A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

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Statutory Prospectus

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An annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.

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Annual Report

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An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

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SAI

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A supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.

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Important Risks: Investing involves risk, including the possible loss of principal. The Fund seeks to achieve its investment objective by allocating assets among different asset classes. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Fixed income security risks include credit, liquidity, call, duration, event, and interest-rate risk. As interest rates rise, bond prices generally fall. • 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. • 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. • Mortgage-related and asset-backed securities' risks include credit, interest-rate, prepayment, and extension risk.

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.

Additional Information Regarding Bloomberg Barclays Indices Source: Bloomberg Index Services Limited. BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). BARCLAYS® is a trademark and service mark of Barclays Bank Plc (collectively with its affiliates, "Barclays"), used under license. Bloomberg or Bloomberg's licensors, including Barclays, own all proprietary rights in the Bloomberg Barclays Indices. Neither Bloomberg nor Barclays approves or endorses this material, or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.

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