• Hartford Growth Opportunities Fund

Hartford Mutual Funds
US, Multi-Cap Growth

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Hartford Growth Opportunities Fund

HGOFX

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

Strategy Process Research Risk Philosophy

Price

Last Close

$68.72 ( +0.43 )

52 Week HL

$68.72 - $50.31

Net Assets

$7800 M

Expense Ratio

0.80 %

Sector Allocation

May 31, 2021

Top 10 Holdings

May 31, 2021

Company Name

  • Amazon.com, Inc.
  • Alphabet, Inc.
  • Mastercard, Inc.
  • Lululemon Athletica,
  • Snap, Inc.

Holding

  • 8.79
  • 7.28
  • 3.54
  • 2.89
  • 2.87

Company Name

  • Advanced Micro
  • Align Technology,
  • Salesforce.com, Inc.
  • Booking Holdings,
  • Facebook, Inc.
  • Total

Holding

  • 2.83
  • 2.67
  • 2.65
  • 2.53
  • 2.44
  • 38.49%

Manager

Name

Stephen Mortimer

Leadership

Single Manager

Tenure

2003

Advisor

Wellington Management Company LLP

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

13.6 %

3 Year

99.04%

5 Year

0%

Best

42.55%
2020

Worst

-0.77%
2018

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.5% -13.3% 21.1% 4.4% - - - - - - -
Q2 6.9% 39.4% 4.8% 12.5% 6.6% - - - - - -
Q3 4.8% 18.9% -6.7% 6.2% 5.6% - - - - - -
Q4 - -0.8% 2.3% -18.8% 5.1% - - - - - -

Returns +
Monthly

J F M A M J J A S O N D
2021 -1.2% 3.3% -0.6% 5.2% -3.9% 5.7% 2.4% 1.8% 0.5% - - -
2020 3% -5% -11.3% 17.5% 9.6% 8.3% 10% 9.3% -1.2% -3% 10.6% -7.5%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    20%37%34%-3%28%6%4%11%32%13%1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
HGOFX 14%43%23%-1%-------
Russell 3000 20%37%34%-3%28%6%4%11%32%13%1%
Alpha -7%6%-11%3%-------

HGOFX Russell 3000

Chart +