Objective
Seeks capital appreciation.
Overview
An opportunistic, multi-cap growth fund that looks for early signs of accelerating fundamentals.
Average Annual Total Returns % (as of 3/31/2021)
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|||||
1YR | 5YR | 10YR | SI | ||
---|---|---|---|---|---|
Hartford Growth Opportunities I | 89.35 | 23.90 | 17.47 | 12.70 | |
Benchmark | 64.31 | 20.87 | 16.35 | --- | |
Morningstar Large Growth Category | 63.57 | 19.42 | 14.73 | --- |
Average Annual Total Returns % (as of 3/31/2021)
|
|||||
1YR | 5YR | 10YR | SI | ||
---|---|---|---|---|---|
Hartford Growth Opportunities I | 89.35 | 23.90 | 17.47 | 12.70 | |
Benchmark | 64.31 | 20.87 | 16.35 | --- | |
Morningstar Large Growth Category | 63.57 | 19.42 | 14.73 | --- |
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 2/28/2021)
Fund | Benchmark | |
---|---|---|
2020 | 61.87 | 38.26 |
2019 | 30.30 | 35.85 |
2018 | 0.13 | -2.12 |
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 |
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.
As of Date | 2/28/2021 |
Net Assets | $7.5 billion |
# of Holdings | 78 |
% in Equities | 99 |
% in Foreign Equities | 2 |
Beta (3 year) | 1.10 |
R Squared (3 year) | 0.91 |
Standard Deviation | 22.86% |
Turnover (12/31/2020) | 121% |
Active Share | 78% |
Fund | Russell 3000 Growth Index | |
---|---|---|
Price/Earnings | 35.3x | 26.7x |
Price/Book | 9.8x | 12.0x |
EPS Growth Rate | 28.2% | 19.9% |
Return on Equity | 10.3% | 31.1% |
Asset Weighted Market Cap (billions) | $301.4 | $646.1 |
Median Market Cap (billions) | $24.5 | $2.5 |
Fund | |
---|---|
Alpha (5 Year) | 1.60 |
Down Capture (5 Year) | 102.13 |
Information Ratio (5 Year) | 0.58 |
Sharpe Ratio (5 Year) | 1.27 |
Up Capture (5 Year) | 109.86 |
Top Ten Holdings (%)
label | percentageholding |
---|---|
Amazon.com, Inc. | 8.96 |
Alphabet, Inc. | 5.77 |
Advanced Micro Devices, Inc. | 3.00 |
Twitter, Inc. | 2.79 |
Snap, Inc. | 2.78 |
Workday, Inc. | 2.77 |
DraftKings, Inc. | 2.76 |
Align Technology, Inc. | 2.58 |
Booking Holdings, Inc. | 2.50 |
DexCom, Inc. | 2.41 |
Total Portfolio % | 36.32 |
label | percentageholding |
---|---|
Amazon.com, Inc. | 9.59 |
Apple, Inc. | 8.91 |
Square, Inc. | 3.42 |
Workday, Inc. | 3.06 |
Advanced Micro Devices, Inc. | 3.05 |
McDonald's Corp. | 2.55 |
Align Technology, Inc. | 2.47 |
Booking Holdings, Inc. | 2.43 |
Snap, Inc. | 2.36 |
TJX Cos., Inc. | 2.36 |
Total Portfolio % | 40.20 |
Fund | |
---|---|
Less than $2 billion | 0 |
$2 billion - $5 billion | 2 |
$5 billion - $10 billion | 8 |
Greater than $10 billion | 89 |
Not Classified | 2 |
Inception Date | 03/31/1963 |
Symbol | HGOIX |
CUSIP | 416641207 |
Fund Number | 1312 |
Sectors | Fund 2/28/2021 | Benchmark 2/28/2021 |
---|---|---|
Consumer Discretionary | 31 | 16 |
Communication Services | 17 | 11 |
Financials | 3 | 2 |
Health Care | 15 | 15 |
Industrials | 5 | 5 |
Energy | 0 | 0 |
Utilities | 0 | 0 |
Consumer Staples | 3 | 4 |
Materials | 0 | 1 |
Real Estate | 0 | 2 |
Information Technology | 25 | 44 |

Investing in Innovation: Disruption Is Everywhere
04/06/2021
The Cyclical Nature of Active & Passive Investing
03/18/2021.jpg/_jcr_content/renditions/cq5dam.thumbnail.540.360.margin.jpeg)
2021 Outlooks (Wellington)
12/14/2020Financial Professionals:
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Fund LiteratureSelect All
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Fact Sheet12/31/2020 | pdfThis client flyer summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance. |
Fund Story12/31/2020 | pdfThis Fund Story outlines three distinguishing characteristics to help investors better understand the Fund.
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Commentary12/31/2020 | pdfCurrent quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund. |
Expanded Commentary12/31/2020 | pdfCurrent quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
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Summary ProspectuspdfA summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
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Growth Opportunities Fund Pitchbook12/31/2020 | pdfThis Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.
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Semi Annual ReportpdfA semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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Statutory ProspectuspdfAn annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.
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Annual ReportpdfAn annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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SAIpdfA supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.
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