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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

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More About Growth Opportunties Fund 

Performance

Performance (%)
% (as of 9/30/2018)
Average Annual Total Returns % (as of 9/30/2018)
YTD 1YR 3YR 5YR 10YR SI
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 (%)
% (as of 9/30/2018)
Average Annual Total Returns % (as of 9/30/2018)
YTD 1YR 3YR 5YR 10YR SI
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)
[{"date":"Sun Sep 30 00:00:00 EDT 2018","value":"35356.0"},{"date":"Fri Aug 31 00:00:00 EDT 2018","value":"35324.0"},{"date":"Tue Jul 31 00:00:00 EDT 2018","value":"33110.0"},{"date":"Sat Jun 30 00:00:00 EDT 2018","value":"33097.0"},{"date":"Thu May 31 00:00:00 EDT 2018","value":"32475.0"},{"date":"Mon Apr 30 00:00:00 EDT 2018","value":"30184.0"},{"date":"Sat Mar 31 00:00:00 EDT 2018","value":"30145.0"},{"date":"Wed Feb 28 00:00:00 EST 2018","value":"30631.0"},{"date":"Wed Jan 31 00:00:00 EST 2018","value":"31084.0"},{"date":"Sun Dec 31 00:00:00 EST 2017","value":"28876.0"},{"date":"Thu Nov 30 00:00:00 EST 2017","value":"28860.0"},{"date":"Tue Oct 31 00:00:00 EDT 2017","value":"28598.0"},{"date":"Sat Sep 30 00:00:00 EDT 2017","value":"27449.0"},{"date":"Thu Aug 31 00:00:00 EDT 2017","value":"27073.0"},{"date":"Mon Jul 31 00:00:00 EDT 2017","value":"26782.0"},{"date":"Fri Jun 30 00:00:00 EDT 2017","value":"25989.0"},{"date":"Wed May 31 00:00:00 EDT 2017","value":"25805.0"},{"date":"Sun 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"}]

 
Growth of $10,000

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
    infoIcon:
Calendar Year Returns (%)
Fund Benchmark
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.

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 (%)

(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
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

pdf

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.
pdf

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.
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

Select All

Fact Sheet

06/30/2018 | pdf
Get FINRA Letter

Max 100

Fund Story

09/30/2018 | pdf
Get FINRA Letter

Max 50

Commentary

06/30/2018 | pdf
Get FINRA Letter

Max 100

Expanded Commentary

06/30/2018 | pdf

Max 100

Summary Prospectus

03/01/2018 | pdf

Available For
Download Only

Pitchbook

06/30/2018 | pdf

Available For
Download Only

Semi Annual Report

04/30/2018 | pdf

Available For
Download Only

Statutory Prospectus

03/01/2018 | pdf

Available For
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Annual Report

10/31/2017 | pdf

Available For
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Flyer

06/30/2018 | pdf

Max 100

SAI

03/01/2018 | pdf

Available For
Download Only

Financial Professionals:

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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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