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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 12/31/2018)
Average Annual Total Returns % (as of 12/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford MidCap Growth HLS  IA -10.05 -10.05 6.23 3.74 13.42 6.31
Benchmark -4.75 -4.75 8.59 7.42 15.12 ---
Morningstar Small Blend Category -12.73 -12.73 5.76 3.06 11.35 ---
Performance (%)
% (as of 12/31/2018)
Average Annual Total Returns % (as of 12/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford MidCap Growth HLS  IA -10.05 -10.05 6.23 3.74 13.42 6.31
Benchmark -4.75 -4.75 8.59 7.42 15.12 ---
Morningstar Small Blend Category -12.73 -12.73 5.76 3.06 11.35 ---
SI = Since Inception. Fund Inception: 05/01/1998
Operating Expenses:   Net  0.92% |  Gross  0.92%

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.

IA-Share Morningstar Ratings
(as of 12/31/2018)
  • Overall
    infoIcon:
Calendar Year Returns (%)
Fund Benchmark
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
2009 47.87 46.29

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

Characteristics Holdings are subject to change. Percentages may be rounded.

Statistics
As of Date 12/31/2018
Net Assets $76 million
# of Holdings 65
% in Foreign Equities 1
Standard Deviation 14.33%
Turnover (12/31/2018) 160%
Dividend Frequency Semi-Annually
Holdings Characteristics
(as of 12/31/2018)
Fund Russell MidCap Growth Index
Price/Earnings 19.9x 18.4x
Price/Book 5.4x 6.2x
EPS Growth Rate 18.4% 17.0%
Asset Weighted Market Cap (billions) $12.0 $14.5
Median Market Cap (billions) $9.1 $7.5
Fund Essentials
Inception Date 05/01/1998
Symbol HMCSX
CUSIP 416528354
Fund Number 2032

Top Ten Holdings (%)

(as of 12/31/2018)
label percentageholding
Gartner, Inc. 4.09
Aramark 3.66
SBA Communications Corp. 3.39
SS&C Technologies Holdings, Inc. 3.14
IHS Markit Ltd. 2.86
Expedia Group, Inc. 2.71
Global Payments, Inc. 2.70
CDW Corp. 2.50
Bright Horizons Family Solutions, Inc. 2.46
Domino's Pizza, Inc. 2.25
Total Portfolio % 29.76
(as of 9/30/2018)
label percentageholding
Fortinet, Inc. 1.58
WellCare Health Plans, Inc. 1.49
Popular, Inc. 1.38
Pinnacle West Capital Corp. 1.22
International Speedway Corp. 1.13
National Fuel Gas Co. 1.09
Brixmor Property Group, Inc. 1.05
Haemonetics Corp. 1.03
j2 Global, Inc. 1.03
Old Dominion Freight Line, Inc. 1.01
Total Portfolio % 12.01
Market Cap Distribution %
(as of 12/31/2018)
Less than $2 billion 1
$2 billion - $5 billion 15
$5 billion - $10 billion 26
Greater than $10 billion 58
Not Classified 0
Sector Exposure
Sectors 9/30/2018 Fund 12/31/2018 Benchmark 12/31/2018 UNDERWEIGHT / OVERWEIGHT -7 0 7
Consumer Discretionary 13 23 16
Overweight 100.0%
Health Care 15 18 15
Overweight 42.85714285714286%
Real Estate 8 3 2
Overweight 14.285714285714286%
Information Technology 19 32 32
Overweight 0.0%
Industrials 14 16 16
Overweight 0.0%
Telecommunication Services 1 0 0
Overweight 0.0%
Utilities 4 0 0
Overweight 0.0%
Communication Services 0 3 4
Overweight 14.285714285714286%
Financials 14 5 7
Overweight 28.571428571428573%
Energy 5 0 2
Overweight 28.571428571428573%
Consumer Staples 3 0 3
Overweight 42.85714285714286%
Materials 5 0 4
Overweight 57.142857142857146%
Based on the Russell Global Sectors classification (RGS) system. May not total to 100% due to rounding.

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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pdf

Summary Prospectus

05/01/2018 | pdf

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

Annual Report

12/31/2017 | 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. There is no guarantee a fund will achieve its stated objective. 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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