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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 5/31/2019)
Average Annual Total Returns % (as of 5/31/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Growth Opportunities HLS  IA 21.07 8.14 16.85 14.34 16.60 10.73
Benchmark 13.54 4.42 15.06 12.02 15.51 ---
Morningstar Large Growth Category 13.39 3.87 13.72 10.29 13.52 ---
Performance (%)
% (as of 3/31/2019)
Average Annual Total Returns % (as of 3/31/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Growth Opportunities HLS  IA 21.19 16.67 18.51 14.76 18.24 10.80
Benchmark 16.18 12.06 16.40 13.10 17.44 ---
Morningstar Large Growth Category 15.63 10.60 15.23 11.10 15.38 ---
SI = Since Inception. Fund Inception: 03/24/1987
Operating Expenses:   Net  0.65% |  Gross  0.65%

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 5/31/2019)
  • Overall
    infoIcon:
    Overall, 4 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 4 stars, rated against 1254, 1254, 1123 and 817 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
    ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
    infoIcon:
  • 1254 Products | Large Growth Category
Based on Risk-Adjusted Returns
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.

CharacteristicsAllocations, exposures and holdings are subject to change. Percentages may be rounded.

Allocations, exposures and holdings are subject to change. Percentages may be rounded.
Statistics
As of Date 4/30/2019
Net Assets $1.7 billion
# of Holdings 87
% in Equities 97
% in Foreign Equities 5
Beta (3 year) 1.18
R Squared (3 year) 0.89
Standard Deviation 15.37%
Turnover (3/31/2019) 100%
Active Share 86%
Holdings Characteristics
(as of 4/30/2019)
Fund Russell 3000 Growth Index
Price/Earnings 32.6x 20.0x
Price/Book 7.5x 7.6x
EPS Growth Rate 19.5% 14.1%
Return on Equity 11.2% 32.8%
Asset Weighted Market Cap (billions) $122.2 $292.0
Median Market Cap (billions) $11.3 $1.8
Fund Essentials
Inception Date 03/24/1987
Symbol HAGOX
CUSIP 416528313
Fund Number 2023

Top Holdings

(as of 4/30/2019)
label percentageholding
Amazon.com, Inc. 7.24
Netflix, Inc. 3.87
Walt Disney Co. 2.88
Align Technology, Inc. 2.61
ServiceNow, Inc. 2.56
VMware, Inc. 2.31
Exact Sciences Corp. 2.28
Pinterest, Inc. 2.24
American Express Co. 2.21
Workday, Inc. 2.14
Total Portfolio % 30.34
(as of 3/31/2019)
label percentageholding
Amazon.com, Inc. 6.94
Netflix, Inc. 3.86
ServiceNow, Inc. 2.41
Align Technology, Inc. 2.37
American Express Co. 2.14
VMware, Inc. 2.12
Exact Sciences Corp. 2.08
Workday, Inc. 2.08
Uber Technologies, Inc. 2.05
Insulet Corp. 2.03
Total Portfolio % 28.08
Market Cap Distribution(%)
(as of 4/30/2019)
Less than $2 billion 3
$2 billion - $5 billion 7
$5 billion - $10 billion 14
Greater than $10 billion 74
Not Classified 1
Sector Characteristics
Sectors 3/31/2019 Fund 4/30/2019 Benchmark 4/30/2019 UNDERWEIGHT / OVERWEIGHT -7 0 7
Consumer Discretionary 22 22 15
Overweight 100.0%
Health Care 17 18 13
Overweight 71.42857142857143%
Communication Services 14 16 12
Overweight 57.142857142857146%
Utilities 0 0 0
Overweight 0.0%
Real Estate 2 1 2
Overweight 14.285714285714286%
Energy 0 0 1
Overweight 14.285714285714286%
Consumer Staples 4 3 5
Overweight 28.571428571428573%
Financials 4 3 5
Overweight 28.571428571428573%
Materials 0 0 2
Overweight 28.571428571428573%
Information Technology 29 29 33
Overweight 57.142857142857146%
Industrials 9 7 12
Overweight 71.42857142857143%
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 2Q19 

04/23/2019
A concise summary of the Hartford Funds Investment Consulting Group's views on the main challenges facing investors: Growth, Income, Volatility, Inflation, and Taxes.
pdf

2Q19 Multi-Asset Outlook: What's Really Changed? 

04/15/2019
The big question now is how much higher markets can climb on the back of easier policy given that economic fundamentals continue to deteriorate.
pdf

2019 Outlooks (Wellington) 

12/21/2018
Thought leaders from Wellington Management provide their outlook on issues that may influence markets and portfolios going forward.

Literature

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pdf

Summary Prospectus

05/01/2019 | 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

05/01/2019 | pdf

An annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.

Annual Report

12/31/2018 | pdf

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

SAI

05/01/2019 | 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. 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 the 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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