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Hartford MidCap Growth HLS Fund

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Objective

Seeks long-term capital appreciation.

Effective 11/1/18, the Fund (formerly known as the Hartford Small/Mid Cap Equity HLS Fund) changed its name, principal investment strategy, portfolio manager and benchmark. Results prior to 11/1/18 reflect the performance of the Fund’s prior strategies. Please see the Fund’s prospectus for more information.

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.  

More About MidCap Growth HLS Fund  

Performance

Performance (%)
% (as of 2/29/2020)
Average Annual Total Returns % (as of 2/29/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford MidCap Growth HLS  IA -7.47 9.76 9.07 7.38 11.80 7.22
Benchmark -6.02 7.86 12.63 9.14 13.44 ---
Morningstar Mid-Cap Growth Category -5.56 6.73 10.90 7.75 11.54 ---
Performance (%)
% (as of 12/31/2019)
Average Annual Total Returns % (as of 12/31/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford MidCap Growth HLS  IA 39.79 39.79 12.89 9.81 12.78 7.66
Benchmark 35.47 35.47 17.36 11.60 14.24 ---
Morningstar Mid-Cap Growth Category 32.30 32.30 15.42 9.98 12.19 ---
SI = Since Inception. Fund Inception: 05/01/1998
Operating Expenses:   Net  0.91% |  Gross  0.91%

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.

Prior to 11/1/18, the Fund’s benchmark was the Russell 2500 Index. Indices are unmanaged and not available for direct investment.

Calendar Year Returns (%)
Fund Benchmark
2019 39.79 35.47
2018 -10.05 -4.75
2017 14.43 25.27
2016 16.48 7.33
2015 -4.73 -0.20
2014 5.22 11.90
2013 37.51 35.74
2012 15.87 15.81
2011 -1.13 -1.65
2010 25.83 26.38

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

CharacteristicsAllocations, exposures and holdings are subject to change. Percentages may be rounded.

Allocations, exposures and holdings are subject to change. Percentages may be rounded.
Statistics
As of Date 2/29/2020
Net Assets $89 million
# of Holdings 60
% in Equities 99
% in Foreign Equities 2
Standard Deviation 14.93%
Turnover (12/31/2019) 47%
Active Share 83%
Holdings Characteristics
(as of 2/29/2020)
Fund Russell MidCap Growth Index
Price/Earnings 27.4x 24.0x
Price/Book 6.2x 6.4x
EPS Growth Rate 14.7% 17.3%
Asset Weighted Market Cap (billions) $12.4 $19.7
Median Market Cap (billions) $11.9 $8.9
Fund Essentials
Inception Date 05/01/1998
Symbol HMCSX
CUSIP 416528354
Fund Number 2032

Top Ten Holdings (%)

(as of 2/29/2020)
label percentageholding
Bright Horizons Family Solutions, Inc. 3.51
SS&C Technologies Holdings, Inc. 3.27
Aramark 3.03
BWX Technologies, Inc. 2.92
Burlington Stores, Inc. 2.91
Gartner, Inc. 2.63
Hexcel Corp. 2.46
Tyler Technologies, Inc. 2.34
Mettler-Toledo International, Inc. 2.30
SBA Communications Corp. 2.29
Total Portfolio % 27.66
(as of 12/31/2019)
label percentageholding
SS&C Technologies Holdings, Inc. 3.58
Bright Horizons Family Solutions, Inc. 3.56
Gartner, Inc. 3.50
IHS Markit Ltd. 3.28
Aramark 2.99
Expedia Group, Inc. 2.80
Burlington Stores, Inc. 2.73
BWX Technologies, Inc. 2.65
Hexcel Corp. 2.58
Global Payments, Inc. 2.30
Total Portfolio % 29.97
Market Cap Distribution %
(as of 2/29/2020)
Fund
Less than $2 billion 0
$2 billion - $5 billion 14
$5 billion - $10 billion 30
Greater than $10 billion 56
Not Classified 0
Sector Exposure
Sectors 12/31/2019 Fund 2/29/2020 Benchmark 2/29/2020 UNDERWEIGHT / OVERWEIGHT -8 0 8
Consumer Discretionary 24 23 15
Overweight 100.0%
Industrials 15 18 17
Overweight 12.5%
Financials 3 5 4
Overweight 12.5%
Communication Services 5 5 4
Overweight 12.5%
Utilities 0 0 0
Overweight 0.0%
Health Care 13 14 15
Overweight 12.5%
Real Estate 2 2 3
Overweight 12.5%
Energy 0 0 1
Overweight 12.5%
Consumer Staples 0 1 3
Overweight 25.0%
Information Technology 37 32 35
Overweight 37.5%
Materials 0 0 3
Overweight 37.5%
Based on the Russell Global Sectors classification (RGS) system. May not total to 100% due to rounding.

Insights

pdf

Coronavirus Update Center 

03/30/2020
Collected insights on the impact of coronavirus.
pdf

The Cyclical Nature of Active & Passive Investing 

02/21/2020
Recent performance has favored passive investing. But a look at the big picture shows how performance moves in cycles and reveals why active management isn't dead.

Literature

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pdf

Summary Prospectus

05/01/2019 | pdf

A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.

Annual Report

12/02/2019 | pdf

An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Important Risks:Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies • Mid-cap securities can have greater risk and volatility than large-cap securities. • 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. • 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 the fund to underperform the broader stock market.

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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