Hartford Growth Opportunities C (HGOCX)
Fund Assets | 6.54B |
Expense Ratio | 1.86% |
Min. Investment | $2,000 |
Turnover | 104.00% |
Dividend (ttm) | n/a |
Dividend Yield | n/a |
Dividend Growth | n/a |
Payout Frequency | n/a |
Ex-Dividend Date | n/a |
Previous Close | 64.57 |
YTD Return | 7.81% |
1-Year Return | 21.60% |
5-Year Return | 57.73% |
52-Week Low | 13.10 |
52-Week High | 64.57 |
Beta (5Y) | n/a |
Holdings | 60 |
Inception Date | Feb 19, 2002 |
About HGOCX
The Hartford Growth Opportunities Fund Class C is a diversified mutual fund focused on capital appreciation by investing primarily in common stocks across a broad range of industries and market capitalizations. Managed with a growth-oriented strategy, the fund seeks opportunities beyond traditional growth sectors, displaying flexibility in its holdings. Notably, it allocates significant weight to the information technology, consumer discretionary, and communication services sectors, with prominent positions in companies like NVIDIA, Amazon.com, Meta Platforms, Alphabet, and Apple. The fund is sub-advised by Wellington, leveraging their research and collaborative approach to portfolio management. Regular benchmarking is done against the Russell 3000 Growth Index, reflecting its alignment with large-cap growth investment styles. The fund features a relatively high expense ratio and turnover, underscoring its actively managed nature. Designed for investors seeking growth, the Hartford Growth Opportunities Fund Class C plays a role in the market as a vehicle for accessing a dynamic mix of established and emerging equity leaders.
Performance
HGOCX had a total return of 21.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.54%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
53.42% of assetsName | Symbol | Weight |
---|---|---|
NVIDIA Corporation | NVDA | 12.53% |
Amazon.com, Inc. | AMZN | 6.57% |
Broadcom Inc. | AVGO | 6.26% |
Microsoft Corporation | MSFT | 4.99% |
Alphabet Inc. | GOOGL | 4.81% |
Meta Platforms, Inc. | META | 4.28% |
Apple Inc. | AAPL | 4.14% |
Netflix, Inc. | NFLX | 3.86% |
Eli Lilly and Company | LLY | 3.46% |
Visa Inc. | V | 2.50% |