About HBSGX
The Hartford Small Cap Growth HLS Fund Class IB is a mutual fund focused on achieving long-term capital appreciation by investing primarily in stocks of small-capitalization companies. The fund targets firms that demonstrate improving quality and robust fundamentals, reflecting an emphasis on businesses with strong potential for growth. With a portfolio comprising around 152 holdings, the fund exclusively invests in U.S. equities, avoiding foreign stock exposure. Its strategy favors companies with attractive price-to-earnings and price-to-book ratios relative to its benchmark, the Russell 2000 Growth Index, and seeks enterprises exhibiting solid earnings per share growth.
The fund takes an actively managed approach, maintaining a relatively high active share and portfolio turnover, which indicates a focus on differentiated stock selection. Key sectors include healthcare, industrials, financials, and consumer services, as reflected by top holdings such as Ensign Group, Casella Waste Systems, and FTAI Aviation. Supported by Wellington Management, the Hartford Small Cap Growth HLS Fund Class IB plays a significant role for investors seeking exposure to dynamic, high-growth segments of the U.S. small-cap market, addressing the need for growth-oriented investment strategies within diversified portfolios.
Fund Family Hartford Mutual Funds
Category Small Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol HBSGX
Share Class Ib
Index Russell 2000 Growth TR
HBSGX had a total return of 8.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.73%.
