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.
Seeks growth of capital.
A flexible, opportunistic stock fund that combines the skills and expertise of multiple active managers to invest across sectors, market caps, and investment styles.
The portfolio managers are supported by the full resources of Wellington.
(as of 5/31/2023)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 5/31/2023)
|Hartford Capital Appreciation HLS IA||5.72||3.13||9.58||8.24||9.62||12.41|
|Morningstar Large Blend Category||6.51||1.09||11.68||9.39||10.51||---|
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.
SI = Since Inception. Fund Inception: 04/02/1984
|As of Date||4/30/2023|
|# of Holdings||201|
|% in Equities||97|
|% in Foreign Equities||5|
|Beta (3 year)||0.92|
|R Squared (3 year)||0.96|
|FUND||Russell 3000 Index|
|As of Date||4/30/2023||---|
|EPS Growth Rate||14.0%||12.3%|
|Asset Weighted Market Cap (billions)||$269.7||$495.2|
|Return on Equity||24.4%||31.4%|
|Median Market Cap (billions)||$34.5||$2.1|
|Less than $2 billion||0|
|$2 billion - $5 billion||2|
|$5 billion - $10 billion||5|
|Greater than $10 billion||93|
|BENCHMARK||UNDERWEIGHT / OVERWEIGHT|
|3/31/23||4/30/23||4/30/23||-6 0 6|
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. HFMC and Wellington Management are SEC registered investment advisers. Hartford Funds refers to HFD and HFMC, which are not affiliated with any sub-adviser.
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