Seeks growth of capital.
A fund that buys large-cap U.S. stocks with improving quality trends, business momentum, and attractive relative valuations.
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.
% (as of 4/30/2020)
Average Annual Total Returns % (as of 4/30/2020)
|Hartford Disciplined Equity HLS IA||-10.21||1.34||10.12||9.44||12.73||7.33|
|Morningstar Large Blend Category||-11.40||-2.85||6.47||6.81||9.96||---|
% (as of 3/31/2020)
Average Annual Total Returns % (as of 3/31/2020)
|Hartford Disciplined Equity HLS IA||-19.79||-5.43||6.56||6.98||11.50||6.81|
|Morningstar Large Blend Category||-20.89||-9.88||2.87||4.27||8.35||---|
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.
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
|As of Date||4/30/2020|
|Net Assets||$556 million|
|# of Holdings||71|
|% in Equities||99|
|% in Foreign Equities||0|
|Beta (3 year)||0.97|
|R Squared (3 year)||0.99|
|Fund||S&P 500 Index|
|EPS Growth Rate||10.4%||10.9%|
|Return on Equity||22.2%||29.3%|
|Asset Weighted Market Cap (billions)||$291.9||$334.0|
|Median Market Cap (billions)||$53.3||$20.3|
|Less than $2 billion||0|
|$2 billion - $5 billion||0|
|$5 billion - $10 billion||2|
|Greater than $10 billion||98|
|Procter & Gamble Co.||2.57|
|Eli Lilly & Co.||2.26|
|JP Morgan Chase & Co.||2.18|
|UnitedHealth Group, Inc.||2.05|
|NextEra Energy, Inc.||2.04|
|Total Portfolio %||28.92|
|Procter & Gamble Co.||2.67|
|NextEra Energy, Inc.||2.36|
|JP Morgan Chase & Co.||2.28|
|Eli Lilly & Co.||2.25|
|Total Portfolio %||28.16|
|Sectors||3/31/2020||Fund 4/30/2020||Benchmark 4/30/2020||UNDERWEIGHT / OVERWEIGHT -4 0 4|
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05/01/2019 | pdf
A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.
06/30/2019 | pdf
A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
05/01/2020 | pdf
An annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.
12/31/2019 | pdf
An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
05/01/2020 | pdf
A supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.
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.