Seeks capital appreciation.
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.
The portfolio managers are supported by the full resources of Wellington.
Senior Managing Director, Equity Portfolio Manager
(as of 5/31/2023)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 5/31/2023)
|Hartford Growth Opportunities I||21.75||12.57||5.64||9.22||12.91||10.28|
|Morningstar Large Growth Category||16.49||5.79||8.58||10.11||12.11||---|
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.
|# of Holdings||62|
|% in Equities||98|
|% in Foreign Equities||2|
|Beta (3 year)||1.07|
|R Squared (3 year)||0.90|
|FUND||Russell 3000 Growth Index|
|As of Date||4/30/2023||---|
|EPS Growth Rate||21.5%||15.1%|
|Asset Weighted Market Cap (billions)||$414.6||$815.8|
|Return on Equity||19.7%||45.1%|
|Median Market Cap (billions)||$37.5||$2.3|
|Less than $2 billion||0|
|$2 billion - $5 billion||0|
|$5 billion - $10 billion||4|
|Greater than $10 billion||95|
Alpha (5 Year)
Down Capture (5 Year)
Information Ratio (5 Year)
Sharpe Ratio (5 Year)
Up Capture (5 Year)
|BENCHMARK||UNDERWEIGHT / OVERWEIGHT|
|3/31/23||4/30/23||4/30/23||-9 0 9|
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