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Hartford Growth Opportunities Fund

Hartford Growth Opportunities Fund

Explore Another ETFs

  • 53.45NAV (as of 7/20/2018)
  • -0.12 (-0.22%) 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.

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

Read Profile >

More About Growth Opportunties Fund 

Performance

Performance (%)
% (as of 6/30/2018)
Average Annual Total Returns % (as of 6/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Growth Opportunities  I 14.62 27.35 14.15 17.63 10.51 10.68
Benchmark 7.44 22.47 14.63 16.14 11.78 ---
Morningstar Large Growth Category 7.52 20.52 12.20 14.29 9.61 ---
Performance (%)
% (as of 6/30/2018)
Average Annual Total Returns % (as of 6/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Growth Opportunities  I 14.62 27.35 14.15 17.63 10.51 10.68
Benchmark 7.44 22.47 14.63 16.14 11.78 ---
Morningstar Large Growth Category 7.52 20.52 12.20 14.29 9.61 ---
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

(as of 6/30/2018)
[{"date":"2018/06/30","value":"26425"},{"date":"2018/05/31","value":"25933"},{"date":"2018/04/30","value":"24108"},{"date":"2018/03/31","value":"24081"},{"date":"2018/02/28","value":"24475"},{"date":"2018/01/31","value":"24843"},{"date":"2017/12/31","value":"23088"},{"date":"2017/11/30","value":"23080"},{"date":"2017/10/31","value":"22877"},{"date":"2017/09/30","value":"21961"},{"date":"2017/08/31","value":"21668"},{"date":"2017/07/31","value":"21436"},{"date":"2017/06/30","value":"20802"},{"date":"2017/05/31","value":"20658"},{"date":"2017/04/30","value":"19970"},{"date":"2017/03/31","value":"19534"},{"date":"2017/02/28","value":"19118"},{"date":"2017/01/31","value":"18638"},{"date":"2016/12/31","value":"17732"},{"date":"2016/11/30","value":"17947"},{"date":"2016/10/31","value":"17957"},{"date":"2016/09/30","value":"18515"},{"date":"2016/08/31","value":"18396"},{"date":"2016/07/31","value":"18434"},{"date":"2016/06/30","value":"17533"},{"date":"2016/05/31","value":"17695"},{"date":"2016/04/30","value":"17227"},{"date":"2016/03/31","value":"16989"},{"date":"2016/02/29","value":"15921"},{"date":"2016/01/31","value":"16121"},{"date":"2015/12/31","value":"17928"},{"date":"2015/11/30","value":"18038"},{"date":"2015/10/31","value":"17772"},{"date":"2015/09/30","value":"16597"},{"date":"2015/08/31","value":"17270"},{"date":"2015/07/31","value":"18510"},{"date":"2015/06/30","value":"17890"},{"date":"2015/05/31","value":"17877"},{"date":"2015/04/30","value":"17462"},{"date":"2015/03/31","value":"17256"},{"date":"2015/02/28","value":"17265"},{"date":"2015/01/31","value":"16282"},{"date":"2014/12/31","value":"16217"},{"date":"2014/11/30","value":"16418"},{"date":"2014/10/31","value":"15766"},{"date":"2014/09/30","value":"15200"},{"date":"2014/08/31","value":"15557"},{"date":"2014/07/31","value":"14808"},{"date":"2014/06/30","value":"15219"},{"date":"2014/05/31","value":"14682"},{"date":"2014/04/30","value":"14120"},{"date":"2014/03/31","value":"14433"},{"date":"2014/02/28","value":"14999"},{"date":"2014/01/31","value":"14008"},{"date":"2013/12/31","value":"14293"},{"date":"2013/11/30","value":"13760"},{"date":"2013/10/31","value":"13403"},{"date":"2013/09/30","value":"13219"},{"date":"2013/08/31","value":"12651"},{"date":"2013/07/31","value":"12723"},{"date":"2013/06/30","value":"11871"},{"date":"2013/05/31","value":"12110"},{"date":"2013/04/30","value":"11594"},{"date":"2013/03/31","value":"11500"},{"date":"2013/02/28","value":"11220"},{"date":"2013/01/31","value":"11175"},{"date":"2012/12/31","value":"10606"},{"date":"2012/11/30","value":"10541"},{"date":"2012/10/31","value":"10256"},{"date":"2012/09/30","value":"10506"},{"date":"2012/08/31","value":"10239"},{"date":"2012/07/31","value":"9896"},{"date":"2012/06/30","value":"9889"},{"date":"2012/05/31","value":"9401"},{"date":"2012/04/30","value":"10111"},{"date":"2012/03/31","value":"10198"},{"date":"2012/02/29","value":"9768"},{"date":"2012/01/31","value":"9155"},{"date":"2011/12/31","value":"8403"},{"date":"2011/11/30","value":"8694"},{"date":"2011/10/31","value":"9002"},{"date":"2011/09/30","value":"7966"},{"date":"2011/08/31","value":"8867"},{"date":"2011/07/31","value":"9740"},{"date":"2011/06/30","value":"9802"},{"date":"2011/05/31","value":"10243"},{"date":"2011/04/30","value":"10353"},{"date":"2011/03/31","value":"10038"},{"date":"2011/02/28","value":"9861"},{"date":"2011/01/31","value":"9577"},{"date":"2010/12/31","value":"9276"},{"date":"2010/11/30","value":"8714"},{"date":"2010/10/31","value":"8586"},{"date":"2010/09/30","value":"8139"},{"date":"2010/08/31","value":"7374"},{"date":"2010/07/31","value":"7696"},{"date":"2010/06/30","value":"7242"},{"date":"2010/05/31","value":"7699"},{"date":"2010/04/30","value":"8358"},{"date":"2010/03/31","value":"8309"},{"date":"2010/02/28","value":"7821"},{"date":"2010/01/31","value":"7477"},{"date":"2009/12/31","value":"7931"},{"date":"2009/11/30","value":"7592"},{"date":"2009/10/31","value":"7169"},{"date":"2009/09/30","value":"7429"},{"date":"2009/08/31","value":"7041"},{"date":"2009/07/31","value":"6916"},{"date":"2009/06/30","value":"6372"},{"date":"2009/05/31","value":"6365"},{"date":"2009/04/30","value":"6005"},{"date":"2009/03/31","value":"5534"},{"date":"2009/02/28","value":"5208"},{"date":"2009/01/31","value":"5700"},{"date":"2008/12/31","value":"6130"},{"date":"2008/11/30","value":"5887"},{"date":"2008/10/31","value":"6445"},{"date":"2008/09/30","value":"8198"},{"date":"2008/08/31","value":"9622"},{"date":"2008/07/31","value":"9692"},{"date":"2008/06/30","value":"10000"}]

 
Growth of $10,000

Reflects Class A, excluding sales charges. If sales charges and taxes had been included, the value would have been lower. Results for other classes will vary.

I-Share Morningstar Ratings
(as of 6/30/2018)
  • Overall
    infoIcon:
  • Overall Morningstar Rating for Growth Opportunities Fund, Class I, as of 6/30/2018 out of 1265 products in the Large Growth Category Based on Risk-Adjusted Returns
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 6/30/2018
Net Assets $5.1 billion
# of Holdings 101
Beta 1.08
R Squared 0.86
% in Equities 96%
Turnover (6/30/2018) 110%
% in Foreign Equities 7%
Standard Deviation 12.84%
Holdings Characteristics
(as of 6/30/2018)
Fund Russell 3000 Growth Index
Asset Weighted Market Cap $110.8 billion $253.2 billion
EPS Growth Rate 23.7% 16.5%
Median Market Cap $10.8 billion $1.9 billion
Price/Book 7.1x 7.6x
Price/Earnings 25.2x 19.8x
Return on Equity 5.3% 33.3%
Return Characteristics
(as of 6/30/2018)
Fund
Alpha 0.69
Down Capture 104.27
Information Ratio 0.34
Sharpe Ratio 1.43
Up Capture 109.40

Top Ten Holdings (%)

(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
(as of 3/31/2018)
label percentageholding
Alphabet, Inc. 6.33
Facebook, Inc. 5.61
salesforce.com, Inc. 2.53
CoStar Group, Inc. 2.46
NVIDIA Corp. 2.25
PayPal Holdings, Inc. 2.25
ServiceNow, Inc. 2.15
Guidewire Software, Inc. 2.03
Workday, Inc. 2.02
SS&C Technologies Holdings, Inc. 1.93
Total Portfolio % 29.56

Excel Full Portfolio Holdings Excel         PDF Full Portfolio Holdings

Market Cap Distribution %
(as of 06/30/2018)
Less than $2 billion 3.9
$2 billion - $5 billion 8.8
$5 billion - $10 billion 14.7
Greater than $10 billion 68.9
Not Classified/Other 3.7
Fund Essentials
Inception Date 03/31/1963
Symbol HGOIX
CUSIP 416641207
Fund Number 1312
Sector Exposure
Sectors 03/31/2018 Fund 06/30/2018 Benchmark 06/30/2018 UNDERWEIGHT / OVERWEIGHT -6 0 6
Consumer Discretionary 15.0 24.3 17.7
Overweight 100.0%
Information Technology 47.2 41.8 39.8
Overweight 33.333333333333336%
Materials 3.7 2.5 2.0
Overweight 16.666666666666668%
Energy 2.1 2.0 1.1
Overweight 16.666666666666668%
Financials 6.3 4.6 4.7
Overweight 0.0%
Telecommunication Services 0.4 0.0 0.2
Overweight 0.0%
Utilities 0.0 0.0 0.0
Overweight 0.0%
Health Care 14.7 12.5 14.4
Overweight 16.666666666666668%
Industrials 9.4 11.2 12.4
Overweight 16.666666666666668%
Real Estate 1.1 0.0 2.2
Overweight 33.333333333333336%
Consumer Staples 0.0 1.0 5.5
Overweight 83.33333333333334%

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

The 5-Minute Forecast 3Q18 

Wed Jul 18 11:24:00 EDT 2018
A concise summary of the Hartford Funds Multi-Asset Team’s views on the main challenges facing investors: Growth, Income, Volatility, Inflation, and Taxes.
pdf

Hartford Growth Opportunities Fund Outlook & Commentary 

Sat Mar 31 12:08:00 EDT 2018
Investment Director Eileen Leary provides a review of the Fund's 1Q18 performance and outlook.
pdf

2018 Outlooks (Schroders) 

Fri Dec 22 14:06:00 EST 2017
Thought leaders from Schroder Investment Management provide their outlook on issues that may influence markets and portfolios going forward.

Literature

Fund Literature

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Fact Sheet

06/30/2018 | pdf
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Fund Story

06/30/2018 | pdf
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Commentary

06/30/2018 | pdf
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Expanded Commentary

03/31/2018 | pdf

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Summary Prospectus

03/01/2018 | pdf

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pdf

Pitchbook

06/30/2018 | pdf

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Semi Annual Report

04/30/2017 | pdf

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Statutory Prospectus

03/01/2018 | pdf

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Annual Report

10/31/2017 | pdf

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SAI

03/01/2017 | pdf

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A WORD ABOUT RISK

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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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are suitable for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

All investments are subject to risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, ETF or exchange-traded managed fund (ETMF) prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services are provided by Hartford Funds Management Company, LLC (HFMC) and its wholly owned subsidiary, Lattice Strategies, LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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