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Hartford Growth Opportunities HLS Fund

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Objective

Seeks capital appreciation.

Overview

An opportunistic, multi-cap growth fund that looks for early signs of accelerating fundamentals.

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 Growth Opportunities HLS Fund 

Michael T. Carmen, CFA
Senior Managing Director
Equity Portfolio Manager
Mario E. Abularach, CFA
Senior Managing Director
Equity Research Analyst
Stephen Mortimer
Senior Managing Director
Equity Portfolio Manager

The portfolio managers are supported by the full resources of Wellington.

Performance

Performance (%)
% (as of 1/31/2019)
Average Annual Total Returns % (as of 1/31/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Growth Opportunities HLS  IA 11.96 4.55 17.50 13.68 16.96 10.58
Benchmark 9.18 0.03 16.51 12.57 16.77 ---
Morningstar Large Growth Category 9.10 -0.70 14.87 10.50 14.76 ---
Performance (%)
% (as of 12/31/2018)
Average Annual Total Returns % (as of 12/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Growth Opportunities HLS  IA 0.53 0.53 9.28 10.72 14.81 10.21
Benchmark -2.12 -2.12 10.85 9.99 15.15 ---
Morningstar Large Growth Category -2.18 -2.18 8.87 8.03 13.19 ---
SI = Since Inception. Fund Inception: 03/24/1987
Operating Expenses:   Net  0.66% |  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 1/31/2019)
  • Overall
    infoIcon:
Calendar Year Returns (%)
Fund Benchmark
2018 0.53 -2.12
2017 30.45 29.59
2016 -0.49 7.39
2015 11.74 5.09
2014 14.14 12.44
2013 35.74 34.23
2012 26.86 15.21
2011 -8.87 2.18
2010 17.56 17.64
2009 29.61 37.01

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 12/31/2018
Net Assets $1.4 billion
# of Holdings 97
% in Equities 100
% in Foreign Equities 10
Beta (3 year) 1.17
R Squared (3 year) 0.88
Standard Deviation 15.42%
Turnover (12/31/2018) 118%
Active Share 86%
Holdings Characteristics
(as of 12/31/2018)
Fund Russell 3000 Growth Index
Price/Earnings 28.0x 18.3x
Price/Book 6.4x 6.8x
EPS Growth Rate 26.6% 15.8%
Return on Equity 1.6% 34.5%
Asset Weighted Market Cap (billions) $89.8 $229.8
Median Market Cap (billions) $9.4 $1.5
Fund Essentials
Inception Date 03/24/1987
Symbol HAGOX
CUSIP 416528313
Fund Number 2023

Top Holdings

(as of 12/31/2018)
label percentageholding
Amazon.com, Inc. 7.04
Netflix, Inc. 2.98
salesforce.com, Inc. 2.64
Walt Disney Co. 2.36
American Express Co. 2.24
Align Technology, Inc. 2.10
Monster Beverage Corp. 2.10
ServiceNow, Inc. 2.09
Workday, Inc. 2.07
Insulet Corp. 2.04
Total Portfolio % 27.66
(as of 9/30/2018)
label percentageholding
Amazon.com, Inc. 6.84
Alphabet, Inc. 5.91
salesforce.com, Inc. 2.76
Exact Sciences Corp. 2.43
Edwards Lifesciences Corp. 2.28
American Express Co. 2.26
Guidewire Software, Inc. 2.17
Workday, Inc. 2.13
Baxter International, Inc. 2.00
Insulet Corp. 1.90
Total Portfolio % 30.68
Market Cap Distribution(%)
(as of 12/31/2018)
Less than $2 billion 4
$2 billion - $5 billion 12
$5 billion - $10 billion 17
Greater than $10 billion 63
Not Classified 5
Sector Characteristics
Sectors 9/30/2018 Fund 12/31/2018 Benchmark 12/31/2018 UNDERWEIGHT / OVERWEIGHT -3 0 3
Consumer Discretionary 21 18 15
Overweight 100.0%
Health Care 18 18 15
Overweight 100.0%
Communication Services 0 13 11
Overweight 66.66666666666667%
Energy 2 2 1
Overweight 33.333333333333336%
Financials 4 5 5
Overweight 0.0%
Utilities 0 0 0
Overweight 0.0%
Information Technology 38 30 31
Overweight 33.333333333333336%
Materials 2 1 2
Overweight 33.333333333333336%
Real Estate 1 1 2
Overweight 33.333333333333336%
Consumer Staples 3 4 6
Overweight 66.66666666666667%
Industrials 11 9 12
Overweight 100.0%
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

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.
pdf

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.

Literature

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pdf

Summary Prospectus

05/01/2018 | pdf

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

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.

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.

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.

SAI

05/01/2018 | pdf

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

Important Risks: Investing involves risk, including the possible loss of principal. 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. • Mid-cap securities can have greater risk and volatility than large-cap securities. • The Fund's focus on investments in particular sectors may increase its volatility and risk of loss if adverse developments occur. • 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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