The Hartford Growth Opportunities Fund Class I (HGOIX)
| Fund Assets | 5.56B |
| Expense Ratio | 0.83% |
| 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 | 68.84 |
| YTD Return | 4.80% |
| 1-Year Return | 15.90% |
| 5-Year Return | 88.21% |
| 52-Week Low | 52.02 |
| 52-Week High | 69.75 |
| Beta (5Y) | n/a |
| Holdings | 58 |
| Inception Date | Aug 31, 2006 |
About HGOIX
The Hartford Growth Opportunities Fund Class I is a mutual fund focused on achieving capital appreciation by investing primarily in a diversified portfolio of common stocks. It targets companies across a broad range of industries and market capitalizations, with a pronounced emphasis on growth-oriented businesses. The fund seeks opportunities beyond traditional growth sectors, often holding significant allocations in technology, consumer discretionary, and healthcare, among others. Its portfolio typically features high conviction positions, with a notable portion allocated to leading technology firms and other innovators poised for expansion. The fund’s approach results in a relatively high active share and portfolio turnover, reflecting a proactive management style aiming to outperform its benchmark. Catering to institutional investors, it offers exposure to large growth equities and is positioned within the Morningstar Large Growth category. Through its diversified and dynamic strategy, the Hartford Growth Opportunities Fund Class I plays a significant role for investors seeking participation in the long-term growth potential of U.S. and select global equities.
Performance
HGOIX had a total return of 15.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.02%.
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% |