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Hartford Global Growth HLS Fund

Explore Another ETFs

Objective

Seeks growth of capital.

Overview

A global stock fund that invests in large- and mid-cap companies that are considered leaders in their industries and growing on a global basis.

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 Global Growth HLS Fund 

John A. Boselli, CFA
Senior Managing Director
Equity Portfolio Manager
Matthew D. Hudson, CFA
Managing Director
Equity Portfolio Manager

Portfolio managers are supported by the full resources of Wellington Management

Performance

Performance (%)
% (as of 3/31/2018)
Average Annual Total Returns % (as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Global Growth HLS  IA 4.27 25.47 13.53 15.16 7.32 8.70
Benchmark 0.60 18.53 9.35 11.25 7.09 ---
Morningstar World Large Stock Category -0.42 15.06 7.71 9.01 5.51 ---
Performance (%)
% (as of 3/31/2018)
Average Annual Total Returns % (as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Global Growth HLS  IA 4.27 25.47 13.53 15.16 7.32 8.70
Benchmark 0.60 18.53 9.35 11.25 7.09 ---
Morningstar World Large Stock Category -0.42 15.06 7.71 9.01 5.51 ---
SI = Since Inception. Fund Inception: 09/30/1998
Operating Expenses:   Net  0.82% |  Gross  0.82%

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
    infoIcon:
  • Overall Morningstar Rating for Global Growth HLS Fund, Class IA, as of 3/31/2018 out of 717 products in the World Large Stock Category Based on Risk-Adjusted Returns
Calendar Year Returns (%)
Fund Benchmark
2017 32.73 28.01
2016 1.95 2.80
2015 8.04 3.11
2014 6.79 6.14
2013 36.30 26.73
2012 23.41 16.12
2011 -13.89 -5.49
2010 14.25 14.50
2009 35.64 33.27
2008 -52.46 -41.13

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.

Statistics
As of Date 3/31/2018
Net Assets $534 million
# of Holdings 120
% in Equities 99%
Turnover (3/31/2018) 57%
% in Foreign Equities 36%
Standard Deviation 11.59%
Holdings Characteristics
(as of 3/31/2018)
Fund MSCI World Growth Index
Asset Weighted Market Cap $158.4 billion $162.9 billion
EPS Growth Rate 18.0% 14.4%
Median Market Cap $46.7 billion $13.4 billion
Price/Book 4.4x 4.2x
Price/Earnings 17.7x 17.0x
Return on Equity 21.1% 27.0%
Market Cap Distribution %
(as of 03/31/2018)
Less than $2 billion 0.0
$2 billion - $5 billion 0.5
$5 billion - $10 billion 5.9
Greater than $10 billion 93.6
Fund Essentials
Inception Date 09/30/1998
Symbol HIALX
CUSIP 416528305
Fund Number 2051

Top Holdings

(as of 3/31/2018)
label percentageholding
Alphabet, Inc. 3.86
Amazon.com, Inc. 3.41
Facebook, Inc. 2.68
Microsoft Corp. 2.46
Adobe Systems, Inc. 2.15
Mastercard, Inc. 1.79
PayPal Holdings, Inc. 1.76
ServiceNow, Inc. 1.71
Bank of America Corp. 1.67
TD Ameritrade Holding Corp. 1.64
Total Portfolio % 23.13
(as of 12/31/2017)
label percentageholding
Alphabet, Inc. 3.99
Facebook, Inc. 3.09
Microsoft Corp. 2.29
Adobe Systems, Inc. 2.01
PayPal Holdings, Inc. 1.75
Bank of America Corp. 1.63
Mastercard, Inc. 1.61
British American Tobacco plc 1.56
Lockheed Martin Corp. 1.52
Tencent Holdings Ltd. 1.51
Total Portfolio % 20.96

Regional Exposure (%)

(as of 3/31/2018)
label value
North America 66.03
Europe 16.09
Emerging Markets 9.76
Japan 6.07
Asia Pacific ex Japan 2.05
(as of 12/31/2017)
label value
North America 61.29
Europe 20.81
Emerging Markets 10.09
Japan 5.98
Asia Pacific ex Japan 1.84
Sector Characteristics
Sectors 12/31/2017 Fund 03/31/2018 Benchmark 03/31/2018 UNDERWEIGHT / OVERWEIGHT -10 0 10
Information Technology 34.7 37.3 26.6
Overweight 100.0%
Financials 13.9 15.7 8.1
Overweight 80.0%
Telecommunication Services 1.1 0.6 0.7
Overweight 0.0%
Consumer Discretionary 15.3 16.4 17.3
Overweight 10.0%
Energy 1.3 1.7 2.6
Overweight 10.0%
Real Estate 1.4 1.4 2.1
Overweight 10.0%
Utilities 0.0 0.0 0.5
Overweight 10.0%
Industrials 10.8 12.2 14.9
Overweight 30.0%
Health Care 12.8 9.5 12.8
Overweight 30.0%
Materials 1.9 1.7 5.4
Overweight 30.0%
Consumer Staples 6.8 3.6 8.9
Overweight 50.0%

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.

Insights

pdf

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.
pdf

3 Reasons for the Market Sell-Off 

Thu Feb 08 10:00:00 EST 2018
The market is recalibrating to a new environment.
pdf

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.

Literature

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

Financial Professionals:

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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 and/or specialist portfolio managers. 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. These risks may be greater for investments in emerging markets. Mid-cap securities can have greater risk and volatility than large-cap securities. Different investment styles may go in and out favor, which may cause a fund to underperform the broader stock market.
 

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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