Hartford Balanced HLS Fund

28.71NAV (as of 1/18/2019)
+0.25 (+0.88%) 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 12/31/2018)	Average Annual Total Returns % (as of 12/31/2018)
Hartford Balanced HLS IA	-5.24	-5.24	5.12	5.02	9.94	8.63
Benchmark	-2.41	-2.41	6.49	6.14	9.25	---
Morningstar Allocation--50% to 70% Equity Category	-5.86	-5.86	4.60	3.49	7.84	---

Performance (%)
	YTD	1YR	3YR	5YR	10YR	SI
	% (as of 12/31/2018)	Average Annual Total Returns % (as of 12/31/2018)
Hartford Balanced HLS IA	-5.24	-5.24	5.12	5.02	9.94	8.63
Benchmark	-2.41	-2.41	6.49	6.14	9.25	---
Morningstar Allocation--50% to 70% Equity Category	-5.86	-5.86	4.60	3.49	7.84	---

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.

Calendar Year Returns (%)
	Fund	Benchmark	Peergroup
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	---
2010	12.14	11.81	---
2009	30.29	17.52	---

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	12/31/2018
Net Assets	$1.9 billion
% in Equities	65
% in Bonds	32
% in Cash and Cash Equivalents	3
Beta (3 year)	0.68
R Squared (3 year)	0.98
Turnover (12/31/2018)	31%
Dividend Frequency	Semi-Annually

Equity Holdings Characteristics
(as of 12/31/2018)
	Fund
# of Equity Holdings	72
Price/Earnings	13.1x
Price/Book	2.7x
EPS Growth Rate	12.0%
Return on Equity	20.8%
Asset Weighted Market Cap (billions)	$173.0
Median Market Cap (billions)	$52.5

Fixed-Income Holdings Characteristics
(as of 12/31/2018)
	Fund
# of Fixed-Income Issuers	212
Effective Duration	6.13 yrs

Equity Sector Exposure (%)

12/31/2018
9/30/2018

(as of 12/31/2018)
label	currentpercentage
Health Care	19
Information Technology	19
Financials	14
Communication Services	11
Industrials	9
Consumer Discretionary	8
Energy	6
Consumer Staples	6
Materials	4
Utilities	2
Real Estate	2
Telecommunication Services	0

(as of 9/30/2018)
label	currentpercentage
Health Care	18
Information Technology	23
Financials	15
Communication Services	0
Industrials	9
Consumer Discretionary	13
Energy	7
Consumer Staples	6
Materials	4
Utilities	2
Real Estate	1
Telecommunication Services	2

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 (%)

12/31/2018
9/30/2018

(as of 12/31/2018)
label	percentageholding
Microsoft Corp.	3.14
Alphabet, Inc.	3.13
JP Morgan Chase & Co.	1.75
Comcast Corp.	1.62
Verizon Communications, Inc.	1.58
Eli Lilly & Co.	1.42
Cisco Systems, Inc.	1.41
UnitedHealth Group, Inc.	1.41
QUALCOMM, Inc.	1.39
Bank of America Corp.	1.38
Total Portfolio %	18.23

(as of 9/30/2018)
label	percentageholding
Alphabet, Inc.	3.28
Microsoft Corp.	3.22
JP Morgan Chase & Co.	1.77
NextEra Energy, Inc.	1.63
Cisco Systems, Inc.	1.57
QUALCOMM, Inc.	1.54
Comcast Corp.	1.47
Bank of America Corp.	1.44
Citigroup, Inc.	1.43
Home Depot, Inc.	1.42
Total Portfolio %	18.77

Top 10 Fixed Income Holdings (%)

12/31/2018
9/30/2018

(as of 12/31/2018)
label	percentageholding
U.S. Treasury Bonds	4.22
U.S. Treasury Notes	4.13
FHLMC Mortgage Backed Securities (POOLS)	0.57
Morgan Stanley	0.47
BPCE S.A.	0.40
Bank of America Corp.	0.38
Qatar Government International Bond	0.37
Postal Square L.P.	0.36
CVS Health Corp.	0.33
Verizon Communications, Inc.	0.31
Total Portfolio %	11.54

(as of 9/30/2018)
label	percentageholding
U.S. Treasury Bonds	3.66
U.S. Treasury Notes	2.87
FHLMC Mortgage Backed Securities (POOLS)	0.49
Qatar Government International Bond	0.44
Morgan Stanley	0.41
BPCE S.A.	0.37
Postal Square L.P.	0.34
Bank of America Corp.	0.33
Madison Park Funding Ltd.	0.30
CVS Health Corp.	0.29
Total Portfolio %	9.50

PDF Full Portfolio Holdings

Market Cap Distribution %
(as of 12/31/2018)
Less than $2 billion	0
$2 billion - $5 billion	1
$5 billion - $10 billion	7
Greater than $10 billion	92
Not Classified	0

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

Fixed-Income Sector Exposure (%)

12/31/2018
9/30/2018

(as of 12/31/2018)
label	currentpercentage
Investment Grade Credit	57
United States Government	25
Asset Backed Securities	7
Mortgage Backed Securities	5
Cash, Cash Equivalents and Cash Offsets	2
Commercial Mortgage Backed Securities	2
High Yield Credit	1
Bank Loans	0
Convertible Bonds	0
Developed Government and Related (Non-US $)	0
Emerging Market Debt	0
Other	0
Tax Exempt Municipal	0

(as of 9/30/2018)
label	currentpercentage
Investment Grade Credit	62
United States Government	21
Asset Backed Securities	7
Mortgage Backed Securities	5
Cash, Cash Equivalents and Cash Offsets	0
Commercial Mortgage Backed Securities	2
High Yield Credit	2
Bank Loans	0
Convertible Bonds	0
Developed Government and Related (Non-US $)	0
Emerging Market Debt	0
Other	0
Tax Exempt Municipal	0

Insights

2019 Outlooks (Wellington)

Fri Dec 21 14:06:00 EST 2018

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

2019 Outlooks (Schroders)

Fri Dec 21 14:06:00 EST 2018

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

The 5-Minute Forecast 4Q18

Thu Oct 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.

Literature

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Summary Prospectus

05/01/2018 | pdf

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

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Semi Annual Report

06/30/2018 | pdf

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

05/01/2018 | pdf

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

12/31/2017 | pdf

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

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SAI

05/01/2018 | pdf

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. 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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