Objective
Seeks long-term growth of capital.
Overview
A mid-cap fund that invests in “blue-chip” companies that are industry leaders generally with market caps ranging from $2 billion to $10 billion.
Effective 12/31/17, this Fund is closed to certain qualified pension and retirement plans. For more information, please refer to the fund's statutory prospectus.
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Average Annual Total Returns % (as of 12/31/2019)
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| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford MidCap HLS IA | 32.87 | 11.73 | 13.92 | 13.46 | |
| Benchmark | 26.20 | 9.03 | 12.72 | --- | |
| Morningstar Mid-Cap Growth Category | 32.30 | 9.98 | 12.19 | --- | |
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Average Annual Total Returns % (as of 12/31/2019)
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| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford MidCap HLS IA | 32.87 | 11.73 | 13.92 | 13.46 | |
| Benchmark | 26.20 | 9.03 | 12.72 | --- | |
| Morningstar Mid-Cap Growth Category | 32.30 | 9.98 | 12.19 | --- | |
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.
(as of 12/31/2019)
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Overall
:
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 565, 565, 501 and 385 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2020 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.:
- 565 Products | Mid-Cap Growth Category
| Fund | Benchmark | |
|---|---|---|
| 2019 | 32.87 | 26.20 |
| 2018 | -7.44 | -11.08 |
| 2017 | 24.47 | 16.24 |
| 2016 | 11.98 | 20.74 |
| 2015 | 1.60 | -2.18 |
| 2014 | 11.37 | 9.77 |
| 2013 | 39.82 | 33.50 |
| 2012 | 19.44 | 17.88 |
| 2011 | -7.92 | -1.73 |
| 2010 | 23.45 | 26.64 |
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
| As of Date | 12/31/2019 |
| Net Assets | $2.1 billion |
| # of Holdings | 98 |
| % in Equities | 99 |
| % in Foreign Equities | 0 |
| Beta (3 year) | 0.95 |
| R Squared (3 year) | 0.91 |
| Standard Deviation | 14.55% |
| Turnover (12/31/2019) | 29% |
| Active Share | 86% |
| Fund | S&P MidCap 400 Index | |
|---|---|---|
| Price/Earnings | 24.7x | 16.7x |
| Price/Book | 4.4x | 2.5x |
| EPS Growth Rate | 13.1% | 10.0% |
| Return on Equity | 18.2% | 16.2% |
| Asset Weighted Market Cap (billions) | $10.0 | $6.1 |
| Median Market Cap (billions) | $8.3 | $4.4 |
| Fund | |
|---|---|
| Less than $2 billion | 2 |
| $2 billion - $5 billion | 17 |
| $5 billion - $10 billion | 45 |
| Greater than $10 billion | 36 |
| Not Classified | 0 |
Top Holdings
| label | percentageholding |
|---|---|
| Genpact Ltd. | 2.55 |
| WEX, Inc. | 2.38 |
| NVR, Inc. | 1.72 |
| IDEX Corp. | 1.69 |
| Choice Hotels International, Inc. | 1.65 |
| Markel Corp. | 1.58 |
| Lumentum Holdings, Inc. | 1.55 |
| Service Corp. International | 1.54 |
| Lennox International, Inc. | 1.48 |
| Fair Isaac Corp. | 1.47 |
| Total Portfolio % | 17.61 |
| label | percentageholding |
|---|---|
| Genpact Ltd. | 2.52 |
| WEX, Inc. | 2.46 |
| NVR, Inc. | 1.79 |
| Markel Corp. | 1.75 |
| IDEX Corp. | 1.73 |
| Ball Corp. | 1.67 |
| TransUnion | 1.66 |
| Service Corp. International | 1.61 |
| Lennox International, Inc. | 1.59 |
| Choice Hotels International, Inc. | 1.53 |
| Total Portfolio % | 18.31 |
| Inception Date | 07/14/1997 |
| Symbol | HIMCX |
| CUSIP | 416528701 |
| Fund Number | 2013 |
| Sectors | Fund 12/31/2019 | Benchmark 12/31/2019 |
|---|---|---|
| Information Technology | 29 | 16 |
| Health Care | 20 | 10 |
| Industrials | 17 | 16 |
| Communication Services | 2 | 2 |
| Consumer Discretionary | 12 | 14 |
| Utilities | 2 | 4 |
| Energy | 0 | 2 |
| Materials | 3 | 6 |
| Consumer Staples | 0 | 3 |
| Financials | 13 | 17 |
| Real Estate | 2 | 11 |
3Q Multi-Asset Outlook: Central Banks to the Rescue? Don't Count on it
07/15/2019Financial Professionals:
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Fund LiteratureSelect All
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Fact Sheet09/30/2019 | pdfThis Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
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Expanded Commentary09/30/2019 | 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 Prospectus05/01/2019 | pdfA concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.
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Pitchbook12/31/2019 | pdfThis Pitchbook reviews the Fund's investment approach, investment team, investment process, portfolio statistics, top holdings, and current performance.
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Semi Annual Report06/30/2018 | pdfA semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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Statutory Prospectus05/01/2019 | pdfAn annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.
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Annual Report12/31/2018 | pdfAn annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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SAI05/01/2019 | pdfA supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.
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Hartford HLS Funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA. Advisory services are provided by Hartford Funds Management Company, LLC (HFMC). The Funds are sub-advised by Wellington Management Company LLP, which is not affiliated with HFD or HFMC.
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