The Hartford Growth Opportunities Fund Class R4 (HGOSX)
| Fund Assets | 6.50B |
| Expense Ratio | 1.13% |
| Min. Investment | $0.00 |
| Turnover | 107.00% |
| Dividend (ttm) | 4.50 |
| Dividend Yield | 6.91% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 11, 2025 |
| Previous Close | 65.28 |
| YTD Return | -7.28% |
| 1-Year Return | 1.57% |
| 5-Year Return | 31.27% |
| 52-Week Low | 48.62 |
| 52-Week High | 73.41 |
| Beta (5Y) | n/a |
| Holdings | 56 |
| Inception Date | Dec 22, 2006 |
About HGOSX
The Hartford Growth Opportunities Fund R4 is a mutual fund focused on capital appreciation by investing primarily in a diversified portfolio of common stocks across a range of industries and market capitalizations. Guided by a growth-oriented strategy, the fund seeks out companies the management team believes exhibit strong long-term growth potential, including leaders in technology, communication services, healthcare, and consumer sectors. Notably, its portfolio reflects high conviction in its top holdings and allows for flexibility in market capitalization exposure, sometimes venturing beyond traditional large-growth names to uncover growth in unexpected places. Sub-advised by Wellington Management, the fund benefits from extensive analytical resources and collaborative expertise. As of early 2025, its portfolio is heavily weighted towards major technology firms but maintains diversity with investments across several sectors. The fund is categorized as large growth and is often utilized by retirement plans seeking exposure to growth equities. Its objective, approach, and diversified holdings make it a significant player in the mutual fund landscape for investors seeking long-term growth potential through active equity management.
Performance
HGOSX had a total return of 1.57% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.88%.
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 | 0.69% |
| FGCKX | Fidelity | Fidelity Growth Company Fund - Class K | 0.62% |
| FGKFX | Fidelity | Fidelity Growth Company K6 Fund | 0.45% |
Top 10 Holdings
58.62% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 14.80% |
| Alphabet Inc. | GOOGL | 7.68% |
| Amazon.com, Inc. | AMZN | 6.99% |
| Broadcom Inc. | AVGO | 5.69% |
| Apple Inc. | AAPL | 5.21% |
| Microsoft Corporation | MSFT | 4.12% |
| Eli Lilly and Company | LLY | 3.84% |
| Tesla, Inc. | TSLA | 3.69% |
| Meta Platforms, Inc. | META | 3.36% |
| Netflix, Inc. | NFLX | 3.24% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 11, 2025 | $4.50084 | Dec 12, 2025 |
| Dec 10, 2021 | $11.95828 | Dec 13, 2021 |
| Dec 10, 2020 | $7.90996 | Dec 11, 2020 |
| Dec 10, 2019 | $2.52535 | Dec 11, 2019 |
| Dec 17, 2018 | $10.54106 | Dec 18, 2018 |
| Dec 15, 2017 | $3.87554 | Dec 18, 2017 |