Hartford Growth Opportunities Fund

50.92NAV (as of 10/16/2018)
+1.71 (+3.47%) NAV Change
Large GrowthMorningstar Category
Multi-Cap Growth FundsLipper Classification

Objective

Seeks capital appreciation.

Overview

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

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

Read Profile >

More About Growth Opportunties Fund

Growth Through Flexibility

The Fund has the flexibility to look for growth anywhere. The team searches for companies of all sizes, regardless of geography or sector, that exhibit early signs of earnings momentum.

Differentiated by Discipline

While many growth funds focus exclusively on upside potential, the Fund’s unique valuation discipline also factors in loss potential to help manage risk.

Performance Through Active Management

The Fund’s highly active approach has helped it deliver strong returns in a variety of market environments. Unlike passive approaches, this seeks to provide investors with the potential for market-beating returns.

Michael T. Carmen, CFA
Senior Managing Director
Equity Portfolio Manager

view bio

Mario E. Abularach, CFA
Senior Managing Director
Equity Research Analyst

view bio

Stephen Mortimer
Senior Managing Director
Equity Portfolio Manager

view bio

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

Video Commentaries

Investment Process (2:28)
Portfolio Manager Michael Carmen

Video Commentaries

Fund Outlook & Commentary (3:42)
Investment Director Eileen Leary

Performance (%)
	YTD	1YR	3YR	5YR	10YR	SI
	% (as of 9/30/2018)	Average Annual Total Returns % (as of 9/30/2018)
Hartford Growth Opportunities I	22.44	28.81	19.62	16.64	13.46	10.95
Benchmark	16.99	25.89	20.36	16.23	14.18	---
Morningstar Large Growth Category	15.65	23.06	17.65	13.92	12.07	---

Performance (%)
	YTD	1YR	3YR	5YR	10YR	SI
	% (as of 9/30/2018)	Average Annual Total Returns % (as of 9/30/2018)
Hartford Growth Opportunities I	22.44	28.81	19.62	16.64	13.46	10.95
Benchmark	16.99	25.89	20.36	16.23	14.18	---
Morningstar Large Growth Category	15.65	23.06	17.65	13.92	12.07	---

SI = Since Inception. Fund Inception: 03/31/1963

Operating Expenses: Net 0.88% | Gross 0.88%

Share Class Inception: 8/31/06.
Class I-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. 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 (I-Share)

(as of 9/30/2018)

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Apr 30 00:00:00 EDT 2017","value":"24935.0"},{"date":"Fri Mar 31 00:00:00 EDT 2017","value":"24393.0"},{"date":"Tue Feb 28 00:00:00 EST 2017","value":"23869.0"},{"date":"Tue Jan 31 00:00:00 EST 2017","value":"23267.0"},{"date":"Sat Dec 31 00:00:00 EST 2016","value":"22123.0"},{"date":"Wed Nov 30 00:00:00 EST 2016","value":"22395.0"},{"date":"Mon Oct 31 00:00:00 EDT 2016","value":"22401.0"},{"date":"Fri Sep 30 00:00:00 EDT 2016","value":"23096.0"},{"date":"Wed Aug 31 00:00:00 EDT 2016","value":"22940.0"},{"date":"Sun Jul 31 00:00:00 EDT 2016","value":"22986.0"},{"date":"Thu Jun 30 00:00:00 EDT 2016","value":"21855.0"},{"date":"Tue May 31 00:00:00 EDT 2016","value":"22056.0"},{"date":"Sat Apr 30 00:00:00 EDT 2016","value":"21470.0"},{"date":"Thu Mar 31 00:00:00 EDT 2016","value":"21171.0"},{"date":"Mon Feb 29 00:00:00 EST 2016","value":"19833.0"},{"date":"Sun Jan 31 00:00:00 EST 2016","value":"20080.0"},{"date":"Thu Dec 31 00:00:00 EST 2015","value":"22326.0"},{"date":"Mon Nov 30 00:00:00 EST 2015","value":"22461.0"},{"date":"Sat Oct 31 00:00:00 EDT 2015","value":"22123.0"},{"date":"Wed Sep 30 00:00:00 EDT 2015","value":"20658.0"},{"date":"Mon Aug 31 00:00:00 EDT 2015","value":"21491.0"},{"date":"Fri Jul 31 00:00:00 EDT 2015","value":"23030.0"},{"date":"Tue Jun 30 00:00:00 EDT 2015","value":"22250.0"},{"date":"Sun May 31 00:00:00 EDT 2015","value":"22234.0"},{"date":"Thu Apr 30 00:00:00 EDT 2015","value":"21712.0"},{"date":"Tue Mar 31 00:00:00 EDT 2015","value":"21454.0"},{"date":"Sat Feb 28 00:00:00 EST 2015","value":"21459.0"},{"date":"Sat Jan 31 00:00:00 EST 2015","value":"20237.0"},{"date":"Wed Dec 31 00:00:00 EST 2014","value":"20152.0"},{"date":"Sun Nov 30 00:00:00 EST 2014","value":"20396.0"},{"date":"Fri Oct 31 00:00:00 EDT 2014","value":"19579.0"},{"date":"Tue Sep 30 00:00:00 EDT 2014","value":"18876.0"},{"date":"Sun Aug 31 00:00:00 EDT 2014","value":"19313.0"},{"date":"Thu Jul 31 00:00:00 EDT 2014","value":"18382.0"},{"date":"Mon Jun 30 00:00:00 EDT 2014","value":"18889.0"},{"date":"Sat May 31 00:00:00 EDT 2014","value":"18216.0"},{"date":"Wed Apr 30 00:00:00 EDT 2014","value":"17513.0"},{"date":"Mon Mar 31 00:00:00 EDT 2014","value":"17902.0"},{"date":"Fri Feb 28 00:00:00 EST 2014","value":"18596.0"},{"date":"Fri Jan 31 00:00:00 EST 2014","value":"17364.0"},{"date":"Tue Dec 31 00:00:00 EST 2013","value":"17718.0"},{"date":"Sat Nov 30 00:00:00 EST 2013","value":"17050.0"},{"date":"Thu Oct 31 00:00:00 EDT 2013","value":"16604.0"},{"date":"Mon Sep 30 00:00:00 EDT 2013","value":"16377.0"},{"date":"Sat Aug 31 00:00:00 EDT 2013","value":"15667.0"},{"date":"Wed Jul 31 00:00:00 EDT 2013","value":"15755.0"},{"date":"Sun Jun 30 00:00:00 EDT 2013","value":"14695.0"},{"date":"Fri May 31 00:00:00 EDT 2013","value":"14990.0"},{"date":"Tue Apr 30 00:00:00 EDT 2013","value":"14346.0"},{"date":"Sun Mar 31 00:00:00 EDT 2013","value":"14229.0"},{"date":"Thu Feb 28 00:00:00 EST 2013","value":"13876.0"},{"date":"Thu Jan 31 00:00:00 EST 2013","value":"13817.0"},{"date":"Mon Dec 31 00:00:00 EST 2012","value":"13115.0"},{"date":"Fri Nov 30 00:00:00 EST 2012","value":"13026.0"},{"date":"Wed Oct 31 00:00:00 EDT 2012","value":"12673.0"},{"date":"Sun Sep 30 00:00:00 EDT 2012","value":"12980.0"},{"date":"Fri Aug 31 00:00:00 EDT 2012","value":"12644.0"},{"date":"Tue Jul 31 00:00:00 EDT 2012","value":"12223.0"},{"date":"Sat Jun 30 00:00:00 EDT 2012","value":"12210.0"},{"date":"Thu May 31 00:00:00 EDT 2012","value":"11601.0"},{"date":"Mon Apr 30 00:00:00 EDT 2012","value":"12475.0"},{"date":"Sat Mar 31 00:00:00 EDT 2012","value":"12581.0"},{"date":"Wed Feb 29 00:00:00 EST 2012","value":"12051.0"},{"date":"Tue Jan 31 00:00:00 EST 2012","value":"11290.0"},{"date":"Sat Dec 31 00:00:00 EST 2011","value":"10360.0"},{"date":"Wed Nov 30 00:00:00 EST 2011","value":"10718.0"},{"date":"Mon Oct 31 00:00:00 EDT 2011","value":"11096.0"},{"date":"Fri Sep 30 00:00:00 EDT 2011","value":"9818.0"},{"date":"Wed Aug 31 00:00:00 EDT 2011","value":"10924.0"},{"date":"Sun Jul 31 00:00:00 EDT 2011","value":"11996.0"},{"date":"Thu Jun 30 00:00:00 EDT 2011","value":"12072.0"},{"date":"Tue May 31 00:00:00 EDT 2011","value":"12610.0"},{"date":"Sat Apr 30 00:00:00 EDT 2011","value":"12740.0"},{"date":"Thu Mar 31 00:00:00 EDT 2011","value":"12353.0"},{"date":"Mon Feb 28 00:00:00 EST 2011","value":"12131.0"},{"date":"Mon Jan 31 00:00:00 EST 2011","value":"11777.0"},{"date":"Fri Dec 31 00:00:00 EST 2010","value":"11403.0"},{"date":"Tue Nov 30 00:00:00 EST 2010","value":"10709.0"},{"date":"Sun Oct 31 00:00:00 EDT 2010","value":"10554.0"},{"date":"Thu Sep 30 00:00:00 EDT 2010","value":"10003.0"},{"date":"Tue Aug 31 00:00:00 EDT 2010","value":"9057.0"},{"date":"Sat Jul 31 00:00:00 EDT 2010","value":"9448.0"},{"date":"Wed Jun 30 00:00:00 EDT 2010","value":"8885.0"},{"date":"Mon May 31 00:00:00 EDT 2010","value":"9443.0"},{"date":"Fri Apr 30 00:00:00 EDT 2010","value":"10251.0"},{"date":"Wed Mar 31 00:00:00 EDT 2010","value":"10188.0"},{"date":"Sun Feb 28 00:00:00 EST 2010","value":"9582.0"},{"date":"Sun Jan 31 00:00:00 EST 2010","value":"9162.0"},{"date":"Thu Dec 31 00:00:00 EST 2009","value":"9712.0"},{"date":"Mon Nov 30 00:00:00 EST 2009","value":"9295.0"},{"date":"Sat Oct 31 00:00:00 EDT 2009","value":"8778.0"},{"date":"Wed Sep 30 00:00:00 EDT 2009","value":"9093.0"},{"date":"Mon Aug 31 00:00:00 EDT 2009","value":"8615.0"},{"date":"Fri Jul 31 00:00:00 EDT 2009","value":"8459.0"},{"date":"Tue Jun 30 00:00:00 EDT 2009","value":"7792.0"},{"date":"Sun May 31 00:00:00 EDT 2009","value":"7779.0"},{"date":"Thu Apr 30 00:00:00 EDT 2009","value":"7338.0"},{"date":"Tue Mar 31 00:00:00 EDT 2009","value":"6763.0"},{"date":"Sat Feb 28 00:00:00 EST 2009","value":"6364.0"},{"date":"Sat Jan 31 00:00:00 EST 2009","value":"6965.0"},{"date":"Wed Dec 31 00:00:00 EST 2008","value":"7485.0"},{"date":"Sun Nov 30 00:00:00 EST 2008","value":"7187.0"},{"date":"Fri Oct 31 00:00:00 EDT 2008","value":"7867.0"},{"date":"Tue Sep 30 00:00:00 EDT 2008","value":"10000.0"}]

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

I-Share Morningstar Ratings
(as of 9/30/2018)

Overall

:

Calendar Year Returns (%)
	Fund	Benchmark	Peergroup
2017	30.52	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.

Characteristics

Statistics
As of Date	9/30/2018
Net Assets	$5.4 billion
# of Holdings	96
% in Equities	100
% in Foreign Equities	9
Beta (3 year)	1.07
R Squared (3 year)	0.81
Standard Deviation	11.96%
Turnover (9/30/2018)	116%

Holdings Characteristics
(as of 9/30/2018)
	Fund	Russell 3000 Growth Index
Price/Earnings	31.8x	21.5x
Price/Book	7.7x	8.3x
EPS Growth Rate	25.3%	16.9%
Return on Equity	3.6%	33.5%
Asset Weighted Market Cap (billions)	$151.4	$294.8
Median Market Cap (billions)	$12.4	$1.9

Return Characteristics
(as of 9/30/2018)
	Fund
Alpha (5 Year)	-0.32
Down Capture (5 Year)	108.83
Information Ratio (5 Year)	0.08
Sharpe Ratio (5 Year)	1.31
Up Capture (5 Year)	104.68

Top Ten Holdings (%)

9/30/2018
6/30/2018

(as of 9/30/2018)
label	percentageholding
Amazon.com, Inc.	6.83
Alphabet, Inc.	5.91
salesforce.com, Inc.	2.76
Exact Sciences Corp.	2.45
Edwards Lifesciences Corp.	2.28
American Express Co.	2.26
Guidewire Software, Inc.	2.19
Workday, Inc.	2.14
Baxter International, Inc.	2.00
Insulet Corp.	1.92
Total Portfolio %	30.74

(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

PDF Full Portfolio Holdings

Market Cap Distribution %
(as of 9/30/2018)
Less than $2 billion	2
$2 billion - $5 billion	3
$5 billion - $10 billion	24
Greater than $10 billion	67
Not Classified	5

Fund Essentials
Inception Date	03/31/1963
Symbol	HGOIX
CUSIP	416641207
Fund Number	1312

Sector Exposure
Sectors	6/30/2018	Fund 9/30/2018	Benchmark 9/30/2018	UNDERWEIGHT / OVERWEIGHT -3 0 3
Consumer Discretionary	24	21	18	Overweight 100.0%
Health Care	12	18	15	Overweight 100.0%
Energy	2	2	1	Overweight 33.333333333333336%
Financials	5	4	4	Overweight 0.0%
Materials	3	2	2	Overweight 0.0%
Telecommunication Services	0	0	0	Overweight 0.0%
Utilities	0	0	0	Overweight 0.0%
Real Estate	0	1	2	Overweight 33.333333333333336%
Information Technology	42	38	40	Overweight 66.66666666666667%
Industrials	11	10	12	Overweight 66.66666666666667%
Consumer Staples	1	3	5	Overweight 66.66666666666667%

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

Client Conversations: When Will the Good Times End?

Wed Aug 22 10:00:00 EDT 2018

Congrats, bull market. You’re the longest in US history. But you can’t run forever.

Top of Mind: Trending Topics for Institutional Investors

Thu Aug 09 09:30:00 EDT 2018

Investors are wondering how they can adapt to an equity market that may be late in the cycle and invest in real assets given worries about inflation.

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 Select All
Fact Sheet 06/30/2018 \| pdf Get FINRA Letter Email Subscribe E-Mail Updates Print Updates Max 100
Fund Story 09/30/2018 \| pdf Get FINRA Letter Email Subscribe E-Mail Updates Print Updates Max 50
Commentary 06/30/2018 \| pdf Get FINRA Letter Email Subscribe E-Mail Updates Print Updates Max 100
Expanded Commentary 06/30/2018 \| pdf Email Subscribe E-Mail Updates Print Updates Max 100
Summary Prospectus 03/01/2018 \| pdf Email Available For Download Only
Pitchbook 06/30/2018 \| pdf Email Subscribe E-Mail Updates Available For Download Only
Semi Annual Report 04/30/2018 \| pdf Email Available For Download Only
Statutory Prospectus 03/01/2018 \| pdf Email Available For Download Only
Annual Report 10/31/2017 \| pdf Email Available For Download Only
Flyer 06/30/2018 \| pdf Email Subscribe E-Mail Updates Print Updates Max 100
SAI 03/01/2018 \| pdf Email Available For Download Only

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 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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