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 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 | --- | |
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Average Annual Total Returns % (as of 12/31/2018)
|
|||||
| 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 12/31/2018)
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Overall
:
| 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 | 12/31/2018 |
| Net Assets | $1.3 billion |
| # of Holdings | 43 |
| % in Equities | 99 |
| % in Foreign Equities | 5 |
| Beta (3 year) | 0.84 |
| R Squared (3 year) | 0.88 |
| Standard Deviation | 9.97% |
| Turnover (12/31/2018) | 22% |
| Fund | Russell 1000 Index | |
|---|---|---|
| Price/Earnings | 17.0x | 14.6x |
| Price/Book | 5.1x | 3.2x |
| EPS Growth Rate | 10.7% | 12.5% |
| Return on Equity | 35.7% | 25.6% |
| Inception Date | 08/31/1977 |
| Symbol | HSTAX |
| CUSIP | 416528883 |
| Fund Number | 2003 |
Top Holdings
| 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 |
| label | percentageholding |
|---|---|
| NIKE, Inc. | 3.74 |
| TJX Cos., Inc. | 3.50 |
| Microsoft Corp. | 3.38 |
| Union Pacific Corp. | 3.08 |
| McDonald's Corp. | 3.02 |
| Coca-Cola Co. | 3.00 |
| PepsiCo., Inc. | 2.94 |
| Costco Wholesale Corp. | 2.86 |
| Canadian National Railway Co. | 2.81 |
| Johnson & Johnson | 2.74 |
| Total Portfolio % | 31.07 |
| 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 12/31/2018 | Benchmark 12/31/2018 |
|---|---|---|
| Consumer Staples | 17 | 7 |
| Industrials | 19 | 10 |
| Health Care | 17 | 15 |
| Consumer Discretionary | 12 | 10 |
| Real Estate | 6 | 4 |
| Materials | 5 | 3 |
| Financials | 12 | 14 |
| Energy | 2 | 5 |
| Utilities | 0 | 3 |
| Communication Services | 0 | 10 |
| Information Technology | 9 | 20 |
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.
2019 Outlooks (Wellington)
Fri Dec 21 14:06:00 EST 2018
2019 Outlooks (Schroders)
Fri Dec 21 14:06:00 EST 2018
The 5-Minute Forecast 4Q18
Thu Oct 18 11:24:00 EDT 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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