Hartford Growth Opportunities R4 (HGOSX)

Fund Assets	6.54B
Expense Ratio	1.13%
Min. Investment	$2,000
Turnover	107.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 11, 2025

Previous Close	75.51
YTD Return	7.41%
1-Year Return	12.27%
5-Year Return	46.19%
52-Week Low	60.33
52-Week High	80.51
Beta (5Y)	1.10
Holdings	53
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.

• Fund Family: Hartford Mutual Funds
• Category: Large Growth
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: HGOSX
• Share Class: Class R4
• Index: Russell 3000 Growth TR

Performance

HGOSX had a total return of 12.27% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.22%.

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	n/a
FCGSX	Fidelity	Fidelity Series Growth Company Fund	0.57%
FGCKX	Fidelity	Fidelity Growth Company K	0.62%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
HGOVX	Class R6	0.73%
HGOFX	Class F	0.73%
HGOYX	Class Y	0.81%
HGOIX	Class I	0.83%

Top 10 Holdings

57.16% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	15.07%
Alphabet Inc.	GOOGL	7.47%
Amazon.com, Inc.	AMZN	6.85%
Broadcom Inc.	AVGO	5.90%
Sandisk Corporation	SNDK	4.84%
Eli Lilly and Company	LLY	4.39%
Apple Inc.	AAPL	3.80%
Corning Incorporated	GLW	3.15%
Meta Platforms, Inc.	META	2.88%
Flex Ltd.	FLEX	2.80%

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

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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