Objective
Seeks long-term growth of capital.
Overview
A large-cap stock fund that is diversified across investment style and economic themes.
Effective 12/31/17, this Fund is closed to new qualified pension and retirement plans. Please refer to the fund supplement dated 9/28/17 for more information.
|
Average Annual Total Returns % (as of 3/31/2018)
|
|||||
| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Stock HLS IA | 12.40 | 11.62 | 8.62 | 10.76 | |
| Benchmark | 13.98 | 13.17 | 9.61 | --- | |
| Morningstar Large Blend Category | 13.00 | 11.25 | 7.92 | --- | |
|
Average Annual Total Returns % (as of 3/31/2018)
|
|||||
| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Stock HLS IA | 12.40 | 11.62 | 8.62 | 10.76 | |
| Benchmark | 13.98 | 13.17 | 9.61 | --- | |
| Morningstar Large Blend Category | 13.00 | 11.25 | 7.92 | --- | |
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.
| Fund | Benchmark | |
|---|---|---|
| 2017 | 19.85 | 21.69 |
| 2016 | 7.41 | 12.05 |
| 2015 | 2.74 | 0.92 |
| 2014 | 11.31 | 13.24 |
| 2013 | 32.25 | 33.11 |
| 2012 | 14.38 | 16.42 |
| 2011 | -1.09 | 1.50 |
| 2010 | 14.80 | 16.10 |
| 2009 | 41.54 | 28.43 |
| 2008 | -43.13 | -37.60 |
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
| As of Date | 3/31/2018 |
| Net Assets | $1.4 billion |
| # of Holdings | 45 |
| Beta | 0.85 |
| R Squared | 0.87 |
| % in Equities | 99% |
| Turnover (3/31/2018) | 18% |
| % in Foreign Equities | 6% |
| Standard Deviation | 9.38% |
| Fund | Russell 1000 Index | |
|---|---|---|
| Asset Weighted Market Cap | $122.4 billion | $179.2 billion |
| EPS Growth Rate | 11.5% | 12.8% |
| Median Market Cap | $83.2 billion | $10.4 billion |
| Price/Book | 4.8x | 3.2x |
| Price/Earnings | 16.5x | 15.3x |
| Return on Equity | 35.9% | 25.4% |
| Inception Date | 08/31/1977 |
| Symbol | HSTAX |
| CUSIP | 416528883 |
| Fund Number | 2003 |
Top Holdings
| label | percentageholding |
|---|---|
| NIKE, Inc. | 4.21 |
| TJX Cos., Inc. | 3.50 |
| Microsoft Corp. | 3.47 |
| Canadian National Railway Co. | 3.06 |
| Chubb Ltd. | 2.98 |
| American Tower Corp. | 2.90 |
| Union Pacific Corp. | 2.87 |
| Costco Wholesale Corp. | 2.83 |
| Coca-Cola Co. | 2.78 |
| Diageo plc | 2.56 |
| Total Portfolio % | 31.16 |
| label | percentageholding |
|---|---|
| NIKE, Inc. | 3.90 |
| Microsoft Corp. | 3.74 |
| Chubb Ltd. | 2.98 |
| Union Pacific Corp. | 2.82 |
| Accenture plc | 2.79 |
| United Parcel Service, Inc. | 2.74 |
| Canadian National Railway Co. | 2.70 |
| Costco Wholesale Corp. | 2.68 |
| Diageo plc | 2.59 |
| Colgate-Palmolive Co. | 2.56 |
| Total Portfolio % | 29.50 |
| Less than $2 billion | 0.1 |
| $2 billion - $5 billion | 0.0 |
| $5 billion - $10 billion | 0.0 |
| Greater than $10 billion | 99.9 |
| Sectors | Fund 03/31/2018 | Benchmark 03/31/2018 |
|---|---|---|
| Consumer Staples | 15.5 | 7.2 |
| Industrials | 18.6 | 10.5 |
| Health Care | 16.0 | 13.1 |
| Real Estate | 5.3 | 3.4 |
| Consumer Discretionary | 14.4 | 12.9 |
| Materials | 4.3 | 3.2 |
| Energy | 3.6 | 5.6 |
| Telecommunication Services | 0.0 | 1.9 |
| Financials | 12.4 | 14.9 |
| Utilities | 0.0 | 2.8 |
| Information Technology | 9.9 | 24.5 |
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.
The 5-Minute Forecast
Wed Apr 18 11:24:00 EDT 2018
2018 Outlooks (Schroders)
Fri Dec 22 14:06:00 EST 2017
1Q 2018 Outlooks (Wellington)
Thu Dec 21 14:06:00 EST 2017
Fund LiteratureSelect All
|
Summary Prospectus
05/01/2017 | pdf Available For |
Semi Annual Report
06/30/2017 | pdf Available For |
Annual Report
12/31/2017 | pdf Available For |
SAI
05/01/2017 | pdf Available For |
Financial Professionals:
Log in to order forms and literature and manage your subscriptions.
A WORD ABOUT RISK
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.
205540