Mutual Funds - Profile

Hartford Growth Opportunities Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in companies across any size in the United States.

The sub-adviser’s investment process is designed to highlight companies in the benchmark index that demonstrate long-term growth potential.

In selecting securities for the portfolio, the research team utilizes fundamental analysis to identify companies with accelerating operating characteristics.

Then the team constructs a diversified portfolio that represents a wide range of industries, companies, and market capitalizations.

In addition, the fund may focus in one or more sectors based on market or economic conditions.

The fund may invest in securities of More

Price

  • Last Close
  • $23.81
    -0.24
  • 52 Week HL
  • $25.56 - $19.34
  • Net Assets
  • $7800 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
May 31, 2021

Top 10 Holdings
May 31, 2021

Company Holding
Amazon.com, Inc. 8.79
Alphabet, Inc. 7.28
Mastercard, Inc. 3.54
Lululemon Athletica, 2.89
Snap, Inc. 2.87
Company Holding
Advanced Micro 2.83
Align Technology, 2.67
Salesforce.com, Inc. 2.65
Booking Holdings, 2.53
Facebook, Inc. 2.44
Total 38.49%

Manager

  • Name
  • Stephen Mortimer
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Wellington Management Company LLP

Documents

  • Annual Reports

Performance
7.2 % YTD

  • 3 Year
  • 43.04%
  • 5 Year
  • 72.12%
  • Best
  • 42.71%
    2003
  • Worst
  • -45.66%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
HGOCX 17%37%34%-3%28%6%4%11%32%13%1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.2% -13.5% 20.7% 4.1% 10% -5.4% 6.2% 0.8% 8.2% 21.1% -
Q2 6.5% 39% 4.5% 12.2% 6.3% 3% 3.5% 5.3% 4.1% -3.9% -
Q3 -0.6% 18.6% -6.9% 5.9% 5.4% 5.4% -7.4% -0.3% 10.3% 5.5% -
Q4 - -17.6% -4.7% -19.7% 4.8% -4.5% 7.5% 6.2% 8% 0.8% -

Returns +
M

J F M A M J J A S O N D
2021 -1.2% 3.2% -0.7% 7% -5.7% 5.6% 2.4% 1.7% -4.5% - - -
2020 2.9% -5.1% -11.4% 17.4% 9.5% 8.2% 9.9% 9.2% -1.3% -3.2% 10.5% -23%

Annual Return

Index Comparison

Alpha

NAV