Hartford Growth Opportunities F (HGOFX)
Fund Assets | 6.54B |
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 | 71.76 |
YTD Return | 8.82% |
1-Year Return | 21.12% |
5-Year Return | 72.85% |
52-Week Low | 52.58 |
52-Week High | 73.62 |
Beta (5Y) | n/a |
Holdings | 60 |
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 21.12% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.91%.
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% |