Effective as of the close of business on March 6, 2015, Hartford Small Cap Growth HLS Fund was closed to new investors. Please see the Fund’s prospectus for additional information.
Seeks long-term capital appreciation.
A small-cap stock fund that combines a fundamentally driven core with quantitatively driven, complementary selections.
The portfolio managers are supported by the full resources of Wellington.
(as of 11/30/2023)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 11/30/2023)
|Hartford Small Cap Growth HLS IB||6.74||-0.37||-4.70||4.67||6.01||8.61|
|Morningstar Small Growth Category||5.66||-0.63||-2.67||6.30||7.29||---|
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: 05/02/1994
Share Class Inception: 5/1/02.
Class IB-share performance prior to its inception date reflects Class IA-share performance adjusted to reflect the fees and expenses of Class IB-shares. SI performance is calculated from 5/2/94.
|# of Holdings||147|
|% in Equities||99|
|% in Foreign Equities||0|
|FUND||Russell 2000 Growth Index|
|EPS Growth Rate||15.5%||17.5%|
|Asset Weighted Market Cap (billions)||$4.4||$3.1|
|Return on Equity||6.5%||3.4%|
|Median Market Cap (billions)||$3.8||$1.0|
Market Cap Header3
|Less than $2 billion||10|
|$2 billion - $5 billion||54|
|$5 billion - $10 billion||35|
|Greater than $10 billion||1|
|BENCHMARK||UNDERWEIGHT / OVERWEIGHT|
|9/30/23||10/31/23||10/31/23||-2 0 2|
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. HFMC and Wellington Management are SEC registered investment advisers. Hartford Funds refers to HFD and HFMC, which are not affiliated with any sub-adviser.
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