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.
% (as of 1/31/2019)
Average Annual Total Returns % (as of 1/31/2019)
|Hartford SmallCap Growth HLS IA||12.33||-5.23||14.12||7.85||17.05||9.59|
|Morningstar Small Growth Category||11.36||0.92||16.20||7.66||14.95||---|
% (as of 12/31/2018)
Average Annual Total Returns % (as of 12/31/2018)
|Hartford SmallCap Growth HLS IA||-11.70||-11.70||6.01||4.63||14.87||9.11|
|Morningstar Small Growth Category||-5.96||-5.96||8.33||4.92||12.85||---|
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.
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
|As of Date||12/31/2018|
|Net Assets||$1.1 billion|
|# of Holdings||167|
|% in Equities||99|
|% in Foreign Equities||0|
|Fund||Russell 2000 Growth Index|
|EPS Growth Rate||14.3%||16.9%|
|Return on Equity||-0.7%||3.9%|
|Asset Weighted Market Cap (billions)||$2.7||$2.2|
|Median Market Cap (billions)||$2.1||$0.8|
|iShares Russell 2000 Growth ETF||4.38|
|Wolverine World Wide, Inc.||1.33|
|Steven Madden Ltd.||1.24|
|Globus Medical, Inc.||1.13|
|Merit Medical Systems, Inc.||1.13|
|John Bean Technologies Corp.||0.99|
|Performance Food Group Co.||0.98|
|Total Portfolio %||14.31|
|iShares Russell 2000 Growth ETF||2.40|
|John Bean Technologies Corp.||1.22|
|Wolverine World Wide, Inc.||1.21|
|Globus Medical, Inc.||1.14|
|Steven Madden Ltd.||1.12|
|Merit Medical Systems, Inc.||1.02|
|Total Portfolio %||12.48|
|Less than $2 billion||36|
|$2 billion - $5 billion||54|
|$5 billion - $10 billion||6|
|Greater than $10 billion||0|
|Sectors||9/30/2018||Fund 12/31/2018||Benchmark 12/31/2018||UNDERWEIGHT / OVERWEIGHT -3 0 3|
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12/31/2018 | pdf
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
05/01/2018 | pdf
A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.
12/31/2018 | pdf
This Pitchbook reviews the Fund's investment approach, investment team, investment process, portfolio statistics, top holdings, and current performance.
06/30/2018 | pdf
A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
05/01/2018 | pdf
An annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.
12/31/2017 | pdf
An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
SAI05/01/2018 | pdf
A supplementary document to the Fund's prospectus that includes additional information about the Fund and its operations.
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.