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.
% (as of 4/30/2019)
Average Annual Total Returns % (as of 4/30/2019)
|Hartford MidCap Growth HLS IA||24.41||13.71||14.00||8.26||14.65||7.32|
|Morningstar Mid-Cap Growth Category||23.06||13.09||15.26||10.19||14.30||---|
% (as of 3/31/2019)
Average Annual Total Returns % (as of 3/31/2019)
|Hartford MidCap Growth HLS IA||19.53||9.25||12.54||7.14||15.76||7.14|
|Morningstar Mid-Cap Growth Category||18.16||7.98||13.93||8.68||15.15||---|
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.
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
|As of Date||4/30/2019|
|Net Assets||$94 million|
|# of Holdings||68|
|% in Equities||98|
|% in Foreign Equities||1|
|Fund||Russell MidCap Growth Index|
|EPS Growth Rate||15.7%||15.3%|
|Asset Weighted Market Cap (billions)||$14.4||$18.4|
|Median Market Cap (billions)||$10.9||$9.3|
Top Ten Holdings (%)
|SBA Communications Corp.||3.05|
|Global Payments, Inc.||2.97|
|SS&C Technologies Holdings, Inc.||2.89|
|IHS Markit Ltd.||2.85|
|Elanco Animal Health, Inc.||2.79|
|Expedia Group, Inc.||2.62|
|Bright Horizons Family Solutions, Inc.||2.58|
|Burlington Stores, Inc.||2.50|
|Total Portfolio %||29.24|
|SBA Communications Corp.||3.51|
|SS&C Technologies Holdings, Inc.||3.03|
|Global Payments, Inc.||2.89|
|Elanco Animal Health, Inc.||2.76|
|IHS Markit Ltd.||2.72|
|Expedia Group, Inc.||2.41|
|Burlington Stores, Inc.||2.30|
|Total Portfolio %||29.19|
|Less than $2 billion||0|
|$2 billion - $5 billion||10|
|$5 billion - $10 billion||31|
|Greater than $10 billion||59|
|Sectors||3/31/2019||Fund 4/30/2019||Benchmark 4/30/2019||UNDERWEIGHT / OVERWEIGHT -6 0 6|
Based on Global Industry Classification Standard (GICS), which was developed by and is the exclusive property and a service mark of MSCI Inc. (MSCI) and Standard & Poor’s, a division of The McGraw-Hill Companies, Inc. (S&P). Excludes cash. May not total to 100% due to rounding and/or pooled vehicle allocations.
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05/01/2019 | pdf
A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.
12/31/2018 | pdf
An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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.