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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 3/31/2018)
Average Annual Total Returns % (as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Growth Opportunities  I 4.39 23.58 12.00 16.20 10.11 10.21
Benchmark 1.48 21.06 12.57 15.32 11.31 ---
Morningstar Large Growth Category 2.28 20.38 10.54 13.61 9.21 ---
Performance (%)
% (as of 3/31/2018)
Average Annual Total Returns % (as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Growth Opportunities  I 4.39 23.58 12.00 16.20 10.11 10.21
Benchmark 1.48 21.06 12.57 15.32 11.31 ---
Morningstar Large Growth Category 2.28 20.38 10.54 13.61 9.21 ---
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 3/31/2018)
[{"date":"2018/03/31","value":"25467"},{"date":"2018/02/28","value":"25883"},{"date":"2018/01/31","value":"26272"},{"date":"2017/12/31","value":"24416"},{"date":"2017/11/30","value":"24407"},{"date":"2017/10/31","value":"24193"},{"date":"2017/09/30","value":"23224"},{"date":"2017/08/31","value":"22915"},{"date":"2017/07/31","value":"22669"},{"date":"2017/06/30","value":"21999"},{"date":"2017/05/31","value":"21847"},{"date":"2017/04/30","value":"21119"},{"date":"2017/03/31","value":"20658"},{"date":"2017/02/28","value":"20218"},{"date":"2017/01/31","value":"19710"},{"date":"2016/12/31","value":"18752"},{"date":"2016/11/30","value":"18980"},{"date":"2016/10/31","value":"18990"},{"date":"2016/09/30","value":"19580"},{"date":"2016/08/31","value":"19454"},{"date":"2016/07/31","value":"19494"},{"date":"2016/06/30","value":"18541"},{"date":"2016/05/31","value":"18713"},{"date":"2016/04/30","value":"18219"},{"date":"2016/03/31","value":"17966"},{"date":"2016/02/29","value":"16837"},{"date":"2016/01/31","value":"17049"},{"date":"2015/12/31","value":"18960"},{"date":"2015/11/30","value":"19076"},{"date":"2015/10/31","value":"18794"},{"date":"2015/09/30","value":"17552"},{"date":"2015/08/31","value":"18263"},{"date":"2015/07/31","value":"19575"},{"date":"2015/06/30","value":"18919"},{"date":"2015/05/31","value":"18905"},{"date":"2015/04/30","value":"18466"},{"date":"2015/03/31","value":"18249"},{"date":"2015/02/28","value":"18259"},{"date":"2015/01/31","value":"17219"},{"date":"2014/12/31","value":"17150"},{"date":"2014/11/30","value":"17363"},{"date":"2014/10/31","value":"16673"},{"date":"2014/09/30","value":"16075"},{"date":"2014/08/31","value":"16452"},{"date":"2014/07/31","value":"15660"},{"date":"2014/06/30","value":"16094"},{"date":"2014/05/31","value":"15526"},{"date":"2014/04/30","value":"14932"},{"date":"2014/03/31","value":"15263"},{"date":"2014/02/28","value":"15862"},{"date":"2014/01/31","value":"14814"},{"date":"2013/12/31","value":"15115"},{"date":"2013/11/30","value":"14551"},{"date":"2013/10/31","value":"14174"},{"date":"2013/09/30","value":"13979"},{"date":"2013/08/31","value":"13379"},{"date":"2013/07/31","value":"13455"},{"date":"2013/06/30","value":"12554"},{"date":"2013/05/31","value":"12807"},{"date":"2013/04/30","value":"12261"},{"date":"2013/03/31","value":"12162"},{"date":"2013/02/28","value":"11865"},{"date":"2013/01/31","value":"11818"},{"date":"2012/12/31","value":"11217"},{"date":"2012/11/30","value":"11147"},{"date":"2012/10/31","value":"10846"},{"date":"2012/09/30","value":"11110"},{"date":"2012/08/31","value":"10828"},{"date":"2012/07/31","value":"10465"},{"date":"2012/06/30","value":"10458"},{"date":"2012/05/31","value":"9941"},{"date":"2012/04/30","value":"10693"},{"date":"2012/03/31","value":"10784"},{"date":"2012/02/29","value":"10330"},{"date":"2012/01/31","value":"9681"},{"date":"2011/12/31","value":"8886"},{"date":"2011/11/30","value":"9194"},{"date":"2011/10/31","value":"9520"},{"date":"2011/09/30","value":"8424"},{"date":"2011/08/31","value":"9377"},{"date":"2011/07/31","value":"10300"},{"date":"2011/06/30","value":"10366"},{"date":"2011/05/31","value":"10832"},{"date":"2011/04/30","value":"10949"},{"date":"2011/03/31","value":"10616"},{"date":"2011/02/28","value":"10429"},{"date":"2011/01/31","value":"10128"},{"date":"2010/12/31","value":"9809"},{"date":"2010/11/30","value":"9216"},{"date":"2010/10/31","value":"9080"},{"date":"2010/09/30","value":"8608"},{"date":"2010/08/31","value":"7798"},{"date":"2010/07/31","value":"8139"},{"date":"2010/06/30","value":"7658"},{"date":"2010/05/31","value":"8142"},{"date":"2010/04/30","value":"8838"},{"date":"2010/03/31","value":"8787"},{"date":"2010/02/28","value":"8270"},{"date":"2010/01/31","value":"7908"},{"date":"2009/12/31","value":"8388"},{"date":"2009/11/30","value":"8029"},{"date":"2009/10/31","value":"7582"},{"date":"2009/09/30","value":"7856"},{"date":"2009/08/31","value":"7446"},{"date":"2009/07/31","value":"7314"},{"date":"2009/06/30","value":"6739"},{"date":"2009/05/31","value":"6731"},{"date":"2009/04/30","value":"6350"},{"date":"2009/03/31","value":"5852"},{"date":"2009/02/28","value":"5508"},{"date":"2009/01/31","value":"6028"},{"date":"2008/12/31","value":"6482"},{"date":"2008/11/30","value":"6226"},{"date":"2008/10/31","value":"6816"},{"date":"2008/09/30","value":"8670"},{"date":"2008/08/31","value":"10176"},{"date":"2008/07/31","value":"10249"},{"date":"2008/06/30","value":"10575"},{"date":"2008/05/31","value":"11114"},{"date":"2008/04/30","value":"10641"},{"date":"2008/03/31","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.

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 3/31/2018
Net Assets $4.7 billion
# of Holdings 105
Beta 1.04
R Squared 0.85
% in Equities 100%
Turnover (3/31/2018) 104%
% in Foreign Equities 9%
Standard Deviation 12.28%
Holdings Characteristics
(as of 3/31/2018)
Fund Russell 3000 Growth Index
Asset Weighted Market Cap $122.8 billion $215.7 billion
EPS Growth Rate 18.9% 15.2%
Median Market Cap $11.1 billion $1.9 billion
Price/Book 5.3x 6.6x
Price/Earnings 21.0x 18.2x
Return on Equity 7.8% 34.2%
Return Characteristics
(as of 3/31/2018)
Fund
Alpha 0.40
Down Capture 104.43
Information Ratio 0.22
Sharpe Ratio 1.34
Up Capture 107.03

Top Ten Holdings (%)

(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
(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
Market Cap Distribution %
(as of 03/31/2018)
Less than $2 billion 3.6
$2 billion - $5 billion 4.3
$5 billion - $10 billion 15.3
Greater than $10 billion 72.2
Not Classified/Other 4.6
Fund Essentials
Inception Date 03/31/1963
Symbol HGOIX
CUSIP 416641207
Fund Number 1312
Sector Exposure
Sectors 12/31/2017 Fund 03/31/2018 Benchmark 03/31/2018 UNDERWEIGHT / OVERWEIGHT -9 0 9
Information Technology 50.4 47.2 37.6
Overweight 100.0%
Financials 8.8 6.3 3.7
Overweight 22.22222222222222%
Health Care 13.4 14.7 13.5
Overweight 11.11111111111111%
Energy 0.6 2.1 0.9
Overweight 11.11111111111111%
Materials 2.1 3.7 3.6
Overweight 0.0%
Utilities 0.0 0.0 0.1
Overweight 0.0%
Real Estate 1.6 1.1 2.5
Overweight 11.11111111111111%
Telecommunication Services 0.3 0.4 0.9
Overweight 11.11111111111111%
Consumer Discretionary 11.6 15.0 18.2
Overweight 33.33333333333333%
Industrials 8.9 9.4 13.1
Overweight 44.44444444444444%
Consumer Staples 2.3 0.0 6.1
Overweight 66.66666666666666%

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 

Wed Apr 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

3 Reasons for the Market Sell-Off 

Thu Feb 08 10:00:00 EST 2018
The market is recalibrating to a new environment.
pdf

Hartford Growth Opportunities Fund Outlook & Commentary 

Sun Dec 31 12:08:00 EST 2017
Investment Director Eileen Leary provides a review of the Fund's 4Q17 performance and outlook.

Literature

Fund Literature

Select All

Fact Sheet

03/31/2018 | pdf
Get FINRA Letter

Max 100

Commentary

03/31/2018 | pdf
Get FINRA Letter

Max 100

Expanded Commentary

12/31/2017 | pdf

Max 100

Summary Prospectus

03/01/2018 | pdf

Available For
Download Only

Pitchbook

03/31/2018 | pdf

Available For
Download Only

Semi Annual Report

04/30/2017 | pdf

Available For
Download Only

Statutory Prospectus

03/01/2018 | pdf

Available For
Download Only

Annual Report

10/31/2017 | pdf

Available For
Download Only

Fund Story

02/01/2018 | pdf
Get FINRA Letter

Max 50

SAI

03/01/2017 | pdf

Available For
Download Only

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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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