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Objective
Seeks capital appreciation.
Overview
An opportunistic, multi-cap growth fund that looks for early signs of accelerating fundamentals.
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.
Portfolio Management
18
YRS
MANAGING THIS FUND
20
YRS
AT WELLINGTON MANAGEMENT
25
YRS
EXPERIENCE IN THIS INDUSTRY
20
YRS
MANAGING THIS FUND
20
YRS
AT WELLINGTON MANAGEMENT
27
YRS
EXPERIENCE IN THIS INDUSTRY
The portfolio managers are supported by the full resources of Wellington.
FUND PROCESS VIDEO
Hartford Growth Opportunities Fund Process Video
Stephen Mortimer
Senior Managing Director, Equity Portfolio Manager
Performance
PERFORMANCE %
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.
SI = Since Inception.
Fund Inception: 03/31/1963
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.
Hartford Growth Opportunities Fund I Share Morningstar Ratings
overall
(as of 6/30/2021)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 1138, 1138, 1024 and 761 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.
©2021 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.
©2021 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.
1138 PRODUCTS
|
Large Growth Category
Based on Risk-Adjusted Returns
3 YEAR
(as of 6/30/2021)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 1138, 1138, 1024 and 761 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.
©2021 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.
©2021 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.
1138 PRODUCTS
|
Large Growth Category
Based on Risk-Adjusted Returns
5 YEAR
(as of 6/30/2021)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 1138, 1138, 1024 and 761 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.
©2021 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.
©2021 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.
1024 PRODUCTS
|
Large Growth Category
Based on Risk-Adjusted Returns
10 YEAR
(as of 6/30/2021)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 1138, 1138, 1024 and 761 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.
©2021 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.
©2021 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.
761 PRODUCTS
|
Large Growth Category
Based on Risk-Adjusted Returns
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
Characteristics
FUND STATS
| # of Holdings | 71 |
| % in Equities | 100 |
| % in Foreign Equities | 3 |
| Beta (3 year) | 1.10 |
| R Squared (3 year) | 0.91 |
| Standard Deviation | 23.00% |
| Turnover- (6/30/2021) | 103% |
| Active Share | 79% |
Holdings Characteristics
| FUND | Russell 3000 Growth Index | |
|---|---|---|
| As of Date | 6/30/2021 | --- |
| Price/Earnings | 37.7x | 29.3x |
| Price/Book | 9.6x | 14.3x |
| EPS Growth Rate | 27.4% | 22.0% |
| Asset Weighted Market Cap (billions) | $348.2 | $741.6 |
| Return on Equity | 11.4% | 32.7% |
| Median Market Cap (billions) | $21.9 | $2.8 |
Top Ten Holdings (%)
Market Cap Distribution (%)
| Less than $2 billion | 0 | |
| $2 billion - $5 billion | 1 | |
| $5 billion - $10 billion | 8 | |
| Greater than $10 billion | 90 | |
| Not Classified | 0 | |
RETURN CHARACTERISTICS
|
Alpha (5 Year)
|
-0.24 |
|
Down Capture (5 Year)
|
108.62 |
|
Information Ratio (5 Year)
|
0.23 |
|
Sharpe Ratio (5 Year)
|
1.22 |
|
Up Capture (5 Year)
|
106.91 |
Sector Exposure (%)
FUND |
BENCHMARK | UNDERWEIGHT / OVERWEIGHT | |||||
|---|---|---|---|---|---|---|---|
| 3/31/21 | 6/30/21 | 6/30/21 | -19 0 19 | ||||
| Consumer Discretionary | 31 | 32 | 18 | ||||
| Communication Services | 16 | 17 | 12 | ||||
| Health Care | 16 | 16 | 11 | ||||
| Financials | 3 | 3 | 3 | ||||
| Energy | 0 | 0 | 0 | ||||
| Utilities | 0 | 0 | 0 | ||||
| Industrials | 7 | 6 | 7 | ||||
| Materials | 0 | 0 | 1 | ||||
| Consumer Staples | 2 | 2 | 4 | ||||
| Real Estate | 0 | 0 | 2 | ||||
| Information Technology | 25 | 24 | 43 | ||||
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.
Past distributions are not indicative of future distributions.
Insights
Fund Literature
07/22/2021 - PDF (207 KB)
This client flyer summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
06/30/2021 - PDF (633 KB)
This Fund Story outlines three distinguishing characteristics to help investors better understand the Fund.
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
07/29/2021 - PDF (421 KB)
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
PDF (140 KB)
A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
06/30/2021 - PDF (501 KB)
This Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.
PDF (3 KB)
An unaudited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
PDF (13 KB)
A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
PDF (3 KB)
An audited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
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. • Mid-cap securities can have greater risks and volatility than large-cap securities. • Different investment styles may go in and out of favor, which may cause the Fund to underperform the broader stock market. • To the extent the Fund focuses on one or more sectors, the Fund may be subject to increased volatility and risk of loss if adverse developments occur. • 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, economic and regulatory developments. • The Fund may have high portfolio turnover, which could increase its transaction costs and an investor's tax liability.
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