The Hartford Growth Opportunities Fund Class F (HGOFX)
| Fund Assets | 5.56B |
| Expense Ratio | 0.73% |
| 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 | 69.59 |
| YTD Return | 4.86% |
| 1-Year Return | 16.01% |
| 5-Year Return | 89.08% |
| 52-Week Low | 52.58 |
| 52-Week High | 70.47 |
| Beta (5Y) | n/a |
| Holdings | 58 |
| Inception Date | Feb 28, 2017 |
About HGOFX
The Hartford Growth Opportunities Fund Class F is an actively managed mutual fund focusing on capital appreciation by investing primarily in a diversified portfolio of common stocks. Its growth-oriented strategy seeks out investment opportunities beyond traditional growth sectors, emphasizing sectors like information technology, consumer discretionary, and health care, while maintaining flexibility across market capitalizations. The fund is sub-advised by Wellington Management, leveraging the firm's deep research resources and collaborative investment approach. With a high-conviction portfolio typically concentrated in around 50–60 holdings, the fund aims to outperform its benchmark through strategic security selection and dynamic sector allocation. Its portfolio often features prominent large-cap growth companies, but also explores less conventional opportunities to enhance potential returns. The fund plays a significant role for investors seeking exposure to the large growth category, offering access to leading equities and diversification across various industries, all with a focus on long-term capital growth.
Performance
HGOFX had a total return of 16.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.70%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FAOFX | Fidelity | Fidelity Advisor Series Growth Opportunities Fund | 0.01% |
| FCGSX | Fidelity | Fidelity Series Growth Company Fund | 0.57% |
| FDGRX | Fidelity | Fidelity Growth Company Fund | 0.52% |
| FGCKX | Fidelity | Fidelity Growth Company Fund - Class K | 0.45% |
| FGKFX | Fidelity | Fidelity Growth Company K6 Fund | 0.45% |
Top 10 Holdings
53.11% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 10.08% |
| Amazon.com, Inc. | AMZN | 7.68% |
| Apple Inc. | AAPL | 5.56% |
| Broadcom Inc. | AVGO | 5.10% |
| Eli Lilly and Company | LLY | 4.66% |
| Microsoft Corporation | MSFT | 4.63% |
| Alphabet Inc. | GOOGL | 4.53% |
| Meta Platforms, Inc. | META | 4.23% |
| Netflix, Inc. | NFLX | 3.81% |
| Visa Inc. | V | 2.83% |