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 certain qualified pension and retirement plans. For more information, please refer to the fund's statutory prospectus.
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Average Annual Total Returns % (as of 2/28/2019)
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| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Stock HLS IA | 10.02 | 10.20 | 16.88 | 10.80 | |
| Benchmark | 4.99 | 10.39 | 16.82 | --- | |
| Morningstar Large Blend Category | 3.31 | 8.41 | 14.73 | --- | |
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Average Annual Total Returns % (as of 12/31/2018)
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| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Stock HLS IA | -0.14 | 8.01 | 13.58 | 10.58 | |
| Benchmark | -4.78 | 8.21 | 13.28 | --- | |
| Morningstar Large Blend Category | -6.24 | 6.28 | 11.43 | --- | |
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.
(as of 2/28/2019)
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Overall
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Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 5 stars, rated against 1215, 1215, 1076 and 809 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.:
- 1215 Products | Large Blend Category
| Fund | Benchmark | |
|---|---|---|
| 2018 | -0.14 | -4.78 |
| 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 |
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
| As of Date | 2/28/2019 |
| Net Assets | $1.4 billion |
| # of Holdings | 43 |
| % in Equities | 98 |
| % in Foreign Equities | 5 |
| Beta (3 year) | 0.86 |
| R Squared (3 year) | 0.89 |
| Standard Deviation | 10.39% |
| Turnover (12/31/2018) | 22% |
| Active Share | 80% |
| Fund | Russell 1000 Index | |
|---|---|---|
| Price/Earnings | 17.3x | 15.0x |
| Price/Book | 5.9x | 3.3x |
| EPS Growth Rate | 10.0% | 11.4% |
| Return on Equity | 44.6% | 24.3% |
| Inception Date | 08/31/1977 |
| Symbol | HSTAX |
| CUSIP | 416528883 |
| Fund Number | 2003 |
Top Holdings
| label | percentageholding |
|---|---|
| McDonald's Corp. | 3.79 |
| American Tower Corp. | 3.50 |
| Coca-Cola Co. | 3.49 |
| PepsiCo., Inc. | 3.22 |
| Microsoft Corp. | 3.11 |
| Danaher Corp. | 2.98 |
| Johnson & Johnson | 2.98 |
| Medtronic plc | 2.90 |
| Ecolab, Inc. | 2.87 |
| NIKE, Inc. | 2.82 |
| Total Portfolio % | 31.66 |
| label | percentageholding |
|---|---|
| McDonald's Corp. | 3.85 |
| Coca-Cola Co. | 3.71 |
| American Tower Corp. | 3.57 |
| PepsiCo., Inc. | 3.38 |
| Chubb Ltd. | 3.12 |
| Johnson & Johnson | 3.11 |
| Microsoft Corp. | 3.01 |
| NIKE, Inc. | 2.88 |
| Colgate-Palmolive Co. | 2.87 |
| Medtronic plc | 2.84 |
| Total Portfolio % | 32.34 |
| Less than $2 billion | 0 |
| $2 billion - $5 billion | 0 |
| $5 billion - $10 billion | 0 |
| Greater than $10 billion | 100 |
| Not Classified | 0 |
| Sectors | Fund 2/28/2019 | Benchmark 2/28/2019 |
|---|---|---|
| Industrials | 20 | 10 |
| Consumer Staples | 16 | 7 |
| Health Care | 17 | 14 |
| Consumer Discretionary | 13 | 10 |
| Real Estate | 6 | 4 |
| Materials | 5 | 3 |
| Financials | 12 | 14 |
| Energy | 2 | 5 |
| Utilities | 0 | 3 |
| Communication Services | 0 | 10 |
| Information Technology | 9 | 21 |
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 1Q19
Tue Jan 22 11:24:00 EST 2019
2019 Outlooks (Wellington)
Fri Dec 21 14:06:00 EST 2018
2019 Outlooks (Schroders)
Fri Dec 21 14:06:00 EST 2018Financial Professionals:
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Fund LiteratureSelect All
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Summary Prospectus05/01/2018 | pdfA concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.
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Semi Annual Report06/30/2018 | pdfA semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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Annual Report12/31/2018 | pdfAn annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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SAI05/01/2018 | pdfA supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.
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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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