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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

Read Profile >

More About Growth Opportunties Fund 

Performance

Performance (%)
% (as of 12/31/2017)
Average Annual Total Returns % (as of 12/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Growth Opportunities  I 30.52 30.52 12.74 17.10 7.80 10.08
Benchmark 29.59 29.59 13.51 17.16 9.93 ---
Morningstar Large Growth Category 27.84 27.84 10.96 15.02 7.62 ---
Performance (%)
% (as of 12/31/2017)
Average Annual Total Returns % (as of 12/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Growth Opportunities  I 30.52 30.52 12.74 17.10 7.80 10.08
Benchmark 29.59 29.59 13.51 17.16 9.93 ---
Morningstar Large Growth Category 27.84 27.84 10.96 15.02 7.62 ---
SI = Since Inception. Fund Inception: 03/31/1963
Operating Expenses:   Net  0.92% |  Gross  0.92%

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 12/31/2017)
[{"date":"2017/12/31","value":"20597"},{"date":"2017/11/30","value":"20590"},{"date":"2017/10/31","value":"20409"},{"date":"2017/09/30","value":"19591"},{"date":"2017/08/31","value":"19331"},{"date":"2017/07/31","value":"19123"},{"date":"2017/06/30","value":"18558"},{"date":"2017/05/31","value":"18430"},{"date":"2017/04/30","value":"17816"},{"date":"2017/03/31","value":"17427"},{"date":"2017/02/28","value":"17056"},{"date":"2017/01/31","value":"16627"},{"date":"2016/12/31","value":"15819"},{"date":"2016/11/30","value":"16011"},{"date":"2016/10/31","value":"16020"},{"date":"2016/09/30","value":"16517"},{"date":"2016/08/31","value":"16411"},{"date":"2016/07/31","value":"16445"},{"date":"2016/06/30","value":"15641"},{"date":"2016/05/31","value":"15786"},{"date":"2016/04/30","value":"15369"},{"date":"2016/03/31","value":"15156"},{"date":"2016/02/29","value":"14203"},{"date":"2016/01/31","value":"14382"},{"date":"2015/12/31","value":"15994"},{"date":"2015/11/30","value":"16092"},{"date":"2015/10/31","value":"15855"},{"date":"2015/09/30","value":"14806"},{"date":"2015/08/31","value":"15407"},{"date":"2015/07/31","value":"16513"},{"date":"2015/06/30","value":"15960"},{"date":"2015/05/31","value":"15948"},{"date":"2015/04/30","value":"15578"},{"date":"2015/03/31","value":"15395"},{"date":"2015/02/28","value":"15403"},{"date":"2015/01/31","value":"14526"},{"date":"2014/12/31","value":"14467"},{"date":"2014/11/30","value":"14647"},{"date":"2014/10/31","value":"14065"},{"date":"2014/09/30","value":"13561"},{"date":"2014/08/31","value":"13879"},{"date":"2014/07/31","value":"13210"},{"date":"2014/06/30","value":"13577"},{"date":"2014/05/31","value":"13098"},{"date":"2014/04/30","value":"12596"},{"date":"2014/03/31","value":"12876"},{"date":"2014/02/28","value":"13381"},{"date":"2014/01/31","value":"12497"},{"date":"2013/12/31","value":"12751"},{"date":"2013/11/30","value":"12275"},{"date":"2013/10/31","value":"11957"},{"date":"2013/09/30","value":"11793"},{"date":"2013/08/31","value":"11286"},{"date":"2013/07/31","value":"11351"},{"date":"2013/06/30","value":"10590"},{"date":"2013/05/31","value":"10804"},{"date":"2013/04/30","value":"10343"},{"date":"2013/03/31","value":"10260"},{"date":"2013/02/28","value":"10009"},{"date":"2013/01/31","value":"9969"},{"date":"2012/12/31","value":"9462"},{"date":"2012/11/30","value":"9403"},{"date":"2012/10/31","value":"9150"},{"date":"2012/09/30","value":"9372"},{"date":"2012/08/31","value":"9134"},{"date":"2012/07/31","value":"8828"},{"date":"2012/06/30","value":"8822"},{"date":"2012/05/31","value":"8386"},{"date":"2012/04/30","value":"9020"},{"date":"2012/03/31","value":"9097"},{"date":"2012/02/29","value":"8714"},{"date":"2012/01/31","value":"8167"},{"date":"2011/12/31","value":"7496"},{"date":"2011/11/30","value":"7756"},{"date":"2011/10/31","value":"8031"},{"date":"2011/09/30","value":"7107"},{"date":"2011/08/31","value":"7910"},{"date":"2011/07/31","value":"8689"},{"date":"2011/06/30","value":"8745"},{"date":"2011/05/31","value":"9138"},{"date":"2011/04/30","value":"9236"},{"date":"2011/03/31","value":"8955"},{"date":"2011/02/28","value":"8798"},{"date":"2011/01/31","value":"8544"},{"date":"2010/12/31","value":"8275"},{"date":"2010/11/30","value":"7774"},{"date":"2010/10/31","value":"7660"},{"date":"2010/09/30","value":"7261"},{"date":"2010/08/31","value":"6578"},{"date":"2010/07/31","value":"6866"},{"date":"2010/06/30","value":"6461"},{"date":"2010/05/31","value":"6869"},{"date":"2010/04/30","value":"7456"},{"date":"2010/03/31","value":"7413"},{"date":"2010/02/28","value":"6977"},{"date":"2010/01/31","value":"6671"},{"date":"2009/12/31","value":"7076"},{"date":"2009/11/30","value":"6773"},{"date":"2009/10/31","value":"6396"},{"date":"2009/09/30","value":"6628"},{"date":"2009/08/31","value":"6281"},{"date":"2009/07/31","value":"6170"},{"date":"2009/06/30","value":"5685"},{"date":"2009/05/31","value":"5679"},{"date":"2009/04/30","value":"5357"},{"date":"2009/03/31","value":"4937"},{"date":"2009/02/28","value":"4646"},{"date":"2009/01/31","value":"5085"},{"date":"2008/12/31","value":"5468"},{"date":"2008/11/30","value":"5252"},{"date":"2008/10/31","value":"5750"},{"date":"2008/09/30","value":"7314"},{"date":"2008/08/31","value":"8584"},{"date":"2008/07/31","value":"8646"},{"date":"2008/06/30","value":"8921"},{"date":"2008/05/31","value":"9376"},{"date":"2008/04/30","value":"8977"},{"date":"2008/03/31","value":"8436"},{"date":"2008/02/29","value":"8906"},{"date":"2008/01/31","value":"8943"},{"date":"2007/12/31","value":"10000"}]

 
Growth of $10,000

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

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 12/31/2017
Net Assets $4.7 billion
# of Holdings 100
Beta 1.01
R Squared 0.83
% in Equities 99%
Turnover (12/31/2017) 99%
% in Foreign Equities 9%
Standard Deviation 11.86%
Holdings Characteristics
(as of 12/31/2017)
Fund Russell 3000 Growth Index
Asset Weighted Market Cap $125.8 billion $209.9 billion
EPS Growth Rate 19.7% 14.2%
Median Market Cap $11.4 billion $2.0 billion
Price/Book 5.2x 7.1x
Price/Earnings 22.0x 21.5x
Return on Equity 11.5% 28.7%
Return Characteristics
(as of 12/31/2017)
Fund
Alpha -0.62
Down Capture 109.87
Information Ratio 0.02
Sharpe Ratio 1.46
Up Capture 104.84

Top Ten Holdings (%)

(as of 12/31/2017)
label percentageholding
Alphabet, Inc. 7.54
Facebook, Inc. 5.59
Salesforce.com, Inc. 2.21
NVIDIA Corp. 2.16
ServiceNow, Inc. 2.05
American Express Co. 2.04
PayPal Holdings, Inc. 1.98
Hologic, Inc. 1.95
CoStar Group, Inc. 1.92
Workday, Inc. 1.86
Total Portfolio % 29.30
(as of 9/30/2017)
label percentageholding
Alphabet, Inc. 6.35
Facebook, Inc. 5.19
Workday, Inc. 2.78
NVIDIA Corp. 2.30
CoStar Group, Inc. 2.19
ServiceNow, Inc. 2.12
Uber Technologies, Inc. 2.09
Bristol-Myers Squibb Co. 2.04
PayPal Holdings, Inc. 1.98
Priceline Group, Inc. 1.86
Total Portfolio % 28.90
Market Cap Distribution %
(as of 12/31/2017)
Less than $2 billion 5.0
$2 billion - $5 billion 3.1
$5 billion - $10 billion 15.3
Greater than $10 billion 71.5
Not Classified/Other 5.2
Fund Essentials
Inception Date 03/31/1963
Symbol HGOIX
CUSIP 416641207
Fund Number 1312
Sector Exposure
Sectors 09/30/2017 Fund 12/31/2017 Benchmark 12/31/2017 UNDERWEIGHT / OVERWEIGHT -13 0 13
Information Technology 49.5 50.4 36.8
Overweight 100.0%
Financials 6.3 8.8 3.6
Overweight 38.46153846153846%
Energy 1.4 0.6 0.9
Overweight 0.0%
Utilities 0.0 0.0 0.1
Overweight 0.0%
Health Care 15.8 13.4 13.7
Overweight 7.6923076923076925%
Real Estate 0.4 1.6 2.6
Overweight 7.6923076923076925%
Telecommunication Services 0.3 0.3 1.0
Overweight 7.6923076923076925%
Materials 3.0 2.1 3.8
Overweight 15.384615384615385%
Industrials 6.7 8.9 13.2
Overweight 30.76923076923077%
Consumer Staples 1.8 2.3 6.5
Overweight 30.76923076923077%
Consumer Discretionary 14.7 11.6 17.8
Overweight 46.15384615384615%

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

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.
pdf

1Q 2018 Outlooks (Wellington) 

Thu Dec 21 14:06:00 EST 2017
Thought leaders from Wellington Management provide their outlook on issues that may influence markets and portfolios going forward.
pdf

Hartford Growth Opportunities Fund Outlook & Commentary 

Sat Sep 30 12:08:00 EDT 2017
Portfolio Manager Michael Carmen provides a review of the Fund's 3Q17 performance and outlook.

Literature

Fund Literature

Select All

Fact Sheet

12/31/2017 | pdf
Get FINRA Letter

Max 100

Commentary

09/30/2017 | pdf
Get FINRA Letter

Max 100

Expanded Commentary

09/30/2017 | pdf

Max 100

Summary Prospectus

03/01/2017 | pdf

Available For
Download Only

Pitchbook

12/31/2017 | pdf

Available For
Download Only

Semi Annual Report

04/30/2017 | pdf

Available For
Download Only

Statutory Prospectus

03/01/2017 | pdf

Available For
Download Only

Annual Report

10/31/2017 | pdf

Available For
Download Only

Fund Story

09/30/2017 | pdf
Get FINRA Letter

Max 50

SAI

03/01/2017 | pdf

Available For
Download Only

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A WORD ABOUT RISK

All investments are subject to risk, including the possible loss of principal. There is no guarantee the Fund will achieve its stated objective. The Fund's share price may fluctuate due to market risk and/or security selections that may underperform the market or relevant benchmarks. Foreign investments can be riskier and more volatile than U.S. investments due to the adverse effects of currency exchange rates, differences in market structure and liquidity, as well as political and economic developments in foreign countries and regions (e.g., "Brexit"). Mid-cap securities can have greater risk and volatility than large-cap securities. The Fund may have high portfolio turnover, which could increase the Fund's transaction costs and an investor's tax liability. The Fund's focus on investments in particular sectors may increase its volatility and risk of loss if there are adverse economic consequences in those sectors. Growth investing may go out of favor, which may cause the Fund to underperform the broader stock market.
 

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