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Hartford Growth Opportunities Fund

Explore Another ETFs

Objective

Seeks capital appreciation.

Overview

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

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As Featured in Investor’s Business Daily:
How Hartford Growth Opportunities Fund Targets Stocks With Giddyap

Read Profile >

More About Growth Opportunties Fund 

Performance

Performance (%)
% (as of 8/31/2018)
Average Annual Total Returns % (as of 8/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Growth Opportunities  F 22.39 30.59 18.08 17.69 11.66 11.01
Benchmark 16.60 27.50 19.10 17.21 12.75 ---
Morningstar Large Growth Category 15.18 24.30 16.23 14.95 10.58 ---
Performance (%)
% (as of 6/30/2018)
Average Annual Total Returns % (as of 6/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Growth Opportunities  F 14.64 27.46 14.20 17.66 10.52 10.69
Benchmark 7.44 22.47 14.63 16.14 11.78 ---
Morningstar Large Growth Category 7.52 20.52 12.20 14.29 9.61 ---
SI = Since Inception. Fund Inception: 03/31/1963
Operating Expenses:   Net  0.76% |  Gross  0.76%

Share Class Inception: 2/28/17
Class F-shares performance prior to 2/28/17 reflects Class I-shares performance and operating expenses, and, prior to 8/31/06 the performance and operating expenses of Class A-shares (excluding sales charges). Performance for Class F-shares prior to its inception date would have differed if Class F- operating expenses had been reflected. Since Inception (SI) performance is calculated from 2/19/02.

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.

Growth of $10,000

(as of 8/31/2018)
[{"date":"2018/08/31","value":"29297"},{"date":"2018/07/31","value":"27467"},{"date":"2018/06/30","value":"27462"},{"date":"2018/05/31","value":"26951"},{"date":"2018/04/30","value":"25055"},{"date":"2018/03/31","value":"25026"},{"date":"2018/02/28","value":"25436"},{"date":"2018/01/31","value":"25818"},{"date":"2017/12/31","value":"23994"},{"date":"2017/11/30","value":"23985"},{"date":"2017/10/31","value":"23775"},{"date":"2017/09/30","value":"22822"},{"date":"2017/08/31","value":"22519"},{"date":"2017/07/31","value":"22277"},{"date":"2017/06/30","value":"21618"},{"date":"2017/05/31","value":"21469"},{"date":"2017/04/30","value":"20754"},{"date":"2017/03/31","value":"20301"},{"date":"2017/02/28","value":"19869"},{"date":"2017/01/31","value":"19370"},{"date":"2016/12/31","value":"18428"},{"date":"2016/11/30","value":"18652"},{"date":"2016/10/31","value":"18662"},{"date":"2016/09/30","value":"19242"},{"date":"2016/08/31","value":"19118"},{"date":"2016/07/31","value":"19157"},{"date":"2016/06/30","value":"18221"},{"date":"2016/05/31","value":"18389"},{"date":"2016/04/30","value":"17904"},{"date":"2016/03/31","value":"17656"},{"date":"2016/02/29","value":"16546"},{"date":"2016/01/31","value":"16754"},{"date":"2015/12/31","value":"18632"},{"date":"2015/11/30","value":"18747"},{"date":"2015/10/31","value":"18470"},{"date":"2015/09/30","value":"17248"},{"date":"2015/08/31","value":"17947"},{"date":"2015/07/31","value":"19237"},{"date":"2015/06/30","value":"18592"},{"date":"2015/05/31","value":"18579"},{"date":"2015/04/30","value":"18147"},{"date":"2015/03/31","value":"17934"},{"date":"2015/02/28","value":"17943"},{"date":"2015/01/31","value":"16921"},{"date":"2014/12/31","value":"16853"},{"date":"2014/11/30","value":"17063"},{"date":"2014/10/31","value":"16385"},{"date":"2014/09/30","value":"15797"},{"date":"2014/08/31","value":"16168"},{"date":"2014/07/31","value":"15389"},{"date":"2014/06/30","value":"15816"},{"date":"2014/05/31","value":"15258"},{"date":"2014/04/30","value":"14674"},{"date":"2014/03/31","value":"15000"},{"date":"2014/02/28","value":"15587"},{"date":"2014/01/31","value":"14558"},{"date":"2013/12/31","value":"14854"},{"date":"2013/11/30","value":"14300"},{"date":"2013/10/31","value":"13929"},{"date":"2013/09/30","value":"13738"},{"date":"2013/08/31","value":"13147"},{"date":"2013/07/31","value":"13223"},{"date":"2013/06/30","value":"12337"},{"date":"2013/05/31","value":"12586"},{"date":"2013/04/30","value":"12049"},{"date":"2013/03/31","value":"11952"},{"date":"2013/02/28","value":"11660"},{"date":"2013/01/31","value":"11613"},{"date":"2012/12/31","value":"11023"},{"date":"2012/11/30","value":"10954"},{"date":"2012/10/31","value":"10659"},{"date":"2012/09/30","value":"10918"},{"date":"2012/08/31","value":"10641"},{"date":"2012/07/31","value":"10284"},{"date":"2012/06/30","value":"10277"},{"date":"2012/05/31","value":"9770"},{"date":"2012/04/30","value":"10508"},{"date":"2012/03/31","value":"10598"},{"date":"2012/02/29","value":"10151"},{"date":"2012/01/31","value":"9514"},{"date":"2011/12/31","value":"8732"},{"date":"2011/11/30","value":"9035"},{"date":"2011/10/31","value":"9355"},{"date":"2011/09/30","value":"8279"},{"date":"2011/08/31","value":"9215"},{"date":"2011/07/31","value":"10122"},{"date":"2011/06/30","value":"10187"},{"date":"2011/05/31","value":"10645"},{"date":"2011/04/30","value":"10760"},{"date":"2011/03/31","value":"10432"},{"date":"2011/02/28","value":"10248"},{"date":"2011/01/31","value":"9953"},{"date":"2010/12/31","value":"9640"},{"date":"2010/11/30","value":"9057"},{"date":"2010/10/31","value":"8923"},{"date":"2010/09/30","value":"8459"},{"date":"2010/08/31","value":"7663"},{"date":"2010/07/31","value":"7998"},{"date":"2010/06/30","value":"7526"},{"date":"2010/05/31","value":"8001"},{"date":"2010/04/30","value":"8686"},{"date":"2010/03/31","value":"8635"},{"date":"2010/02/28","value":"8127"},{"date":"2010/01/31","value":"7771"},{"date":"2009/12/31","value":"8243"},{"date":"2009/11/30","value":"7890"},{"date":"2009/10/31","value":"7450"},{"date":"2009/09/30","value":"7721"},{"date":"2009/08/31","value":"7317"},{"date":"2009/07/31","value":"7188"},{"date":"2009/06/30","value":"6622"},{"date":"2009/05/31","value":"6615"},{"date":"2009/04/30","value":"6241"},{"date":"2009/03/31","value":"5751"},{"date":"2009/02/28","value":"5412"},{"date":"2009/01/31","value":"5924"},{"date":"2008/12/31","value":"6370"},{"date":"2008/11/30","value":"6118"},{"date":"2008/10/31","value":"6698"},{"date":"2008/09/30","value":"8520"},{"date":"2008/08/31","value":"10000"}]

 
Growth of $10,000

Reflects Class A, excluding sales charges. If sales charges and taxes had been included, the value would have been lower. Results for other classes will vary.

Calendar Year Returns (%)
Fund Benchmark
2017 30.66 29.59
2016 -0.91 7.39
2015 10.79 5.09
2014 13.74 12.44
2013 35.10 34.23
2012 26.58 15.21
2011 -9.14 2.18
2010 17.41 17.64
2009 29.75 37.01
2008 -45.09 -38.44

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 8/31/2018
Net Assets $5.3 billion
# of Holdings 94
Beta 1.08
R Squared 0.82
% in Equities 99%
Turnover (6/30/2018) 110%
% in Foreign Equities 9%
Standard Deviation 12.32%
Holdings Characteristics
(as of 8/31/2018)
Fund Russell 3000 Growth Index
Asset Weighted Market Cap $162.6 billion $297.6 billion
EPS Growth Rate 23.2% 16.7%
Median Market Cap $11.9 billion $2.0 billion
Price/Book 7.5x 8.2x
Price/Earnings 29.1x 21.4x
Return on Equity 3.6% 33.3%
Return Characteristics
(as of 8/31/2018)
Fund
Alpha -0.19
Down Capture 107.13
Information Ratio 0.12
Sharpe Ratio 1.44
Up Capture 105.81

Top Ten Holdings (%)

(as of 8/31/2018)
label percentageholding
Amazon.com, Inc. 7.06
Alphabet, Inc. 6.81
salesforce.com, Inc. 2.72
Exact Sciences Corp. 2.39
Workday, Inc. 2.33
American Express Co. 2.31
Guidewire Software, Inc. 2.24
CoStar Group, Inc. 2.05
Baxter International, Inc. 1.98
Insulet Corp. 1.94
Total Portfolio % 31.83
(as of 6/30/2018)
label percentageholding
Facebook, Inc. 5.59
Amazon.com, Inc. 5.41
salesforce.com, Inc. 2.80
Guidewire Software, Inc. 2.12
American Express Co. 2.06
CoStar Group, Inc. 2.06
Baxter International, Inc. 2.03
PayPal Holdings, Inc. 1.95
Spotify Technology S.A. 1.95
Exact Sciences Corp. 1.90
Total Portfolio % 27.87
Market Cap Distribution %
(as of 08/31/2018)
Less than $2 billion 2.6
$2 billion - $5 billion 3.6
$5 billion - $10 billion 23.5
Greater than $10 billion 65.9
Not Classified/Other 4.4
Fund Essentials
Inception Date 03/31/1963
Symbol HGOFX
CUSIP 41665X644
Fund Number 3132
Sector Exposure
Sectors 06/30/2018 Fund 08/31/2018 Benchmark 08/31/2018 UNDERWEIGHT / OVERWEIGHT -4 0 4
Consumer Discretionary 24.3 21.7 17.7
Overweight 100.0%
Health Care 12.5 16.7 14.7
Overweight 50.0%
Energy 2.0 1.8 1.0
Overweight 25.0%
Information Technology 41.8 40.6 40.5
Overweight 0.0%
Financials 4.6 4.6 4.5
Overweight 0.0%
Materials 2.5 2.4 1.8
Overweight 0.0%
Telecommunication Services 0.0 0.0 0.2
Overweight 0.0%
Utilities 0.0 0.0 0.0
Overweight 0.0%
Real Estate 0.0 1.0 2.1
Overweight 25.0%
Industrials 11.2 10.2 12.3
Overweight 50.0%
Consumer Staples 1.0 1.1 5.2
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

The 5-Minute Forecast 3Q18 

Wed Jul 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

Hartford Growth Opportunities Fund Outlook & Commentary 

Sat Jun 30 12:08:00 EDT 2018
Investment Director Eileen Leary provides a outlook for the Fund in 3Q18.

Literature

Fund Literature

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Fact Sheet

06/30/2018 | pdf
Get FINRA Letter

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Fund Story

06/30/2018 | pdf
Get FINRA Letter

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Commentary

06/30/2018 | pdf
Get FINRA Letter

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Expanded Commentary

06/30/2018 | pdf

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Summary Prospectus

03/01/2018 | pdf

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Pitchbook

06/30/2018 | pdf

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Semi Annual Report

04/30/2018 | pdf

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Statutory Prospectus

03/01/2018 | pdf

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Annual Report

10/31/2017 | pdf

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Flyer

06/30/2018 | pdf

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SAI

03/01/2018 | pdf

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A WORD ABOUT RISK

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 risks 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.
 

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