Hartford Small Company HLS Fund closed to new investors on June 26, 2015. Please see the Fund's prospectus for additional information.
Seeks growth of capital.
A fund that combines complementary and distinct investment styles in search of small-cap growth stocks.
The portfolio managers are supported by the full resources of Wellington.
(as of 2/28/2023)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 2/28/2023)
|Hartford Small Company HLS IA||5.53||-17.02||7.48||7.84||9.91||9.00|
|Morningstar Small Growth Category||8.17||-10.30||9.29||7.97||10.28||---|
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: 08/09/1996
|# of Holdings||98|
|% in Equities||99|
|% in Foreign Equities||3|
|FUND||Russell 2000 Growth Index|
|EPS Growth Rate||23.1%||19.5%|
|Asset Weighted Market Cap (billions)||$4.7||$3.4|
|Return on Equity||6.7%||5.5%|
|Median Market Cap (billions)||$3.9||$1.3|
|Less than $2 billion||9|
|$2 billion - $5 billion||51|
|$5 billion - $10 billion||38|
|Greater than $10 billion||2|
|BENCHMARK||UNDERWEIGHT / OVERWEIGHT|
|12/31/22||2/28/23||2/28/23||-3 0 3|
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.
Your session has expired. Please login again.