The Hartford Growth Opportunities Fund Class R5 (HGOTX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
78.50
+0.42 (0.54%)
Jul 24, 2025, 4:00 PM EDT
0.54%
Fund Assets5.96B
Expense Ratio0.83%
Min. Investment$0.00
Turnover104.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close78.08
YTD Return7.52%
1-Year Return20.03%
5-Year Return85.99%
52-Week Low57.19
52-Week High78.50
Beta (5Y)n/a
Holdings60
Inception DateDec 22, 2006

About HGOTX

The Hartford Growth Opportunities Fund Class R5 is a large growth mutual fund designed to seek capital appreciation by investing primarily in a diversified portfolio of common stocks. Its investment approach prioritizes companies across a broad spectrum of industries and market capitalizations that exhibit strong growth potential. Distinctively, the fund pursues opportunities beyond traditional growth sectors, employing a high-conviction strategy that emphasizes market-cap flexibility and aims to outperform its benchmark, the Russell 3000 Growth Index. The fund is sub-advised by Wellington Management, bringing together seasoned portfolio managers and collaborative global research insights. With approximately 99% of assets allocated to equities and a modest international component, the portfolio typically consists of around 54 to 58 holdings. Top allocations often include leading technology and consumer companies such as NVIDIA, Amazon.com, and Apple, reflecting its tilt toward innovation-driven industries. The Hartford Growth Opportunities Fund Class R5 holds significance in the market by offering investors access to a concentrated yet diversified vehicle focused on identifying and capitalizing on emerging and established growth trends within the U.S. equity landscape.

Fund Family Hartford Mutual Funds
Category Large Growth
Stock Exchange NASDAQ
Ticker Symbol HGOTX
Share Class Class R5
Index Russell 3000 Growth TR

Performance

HGOTX had a total return of 20.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.53%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FAOFXFidelityFidelity Advisor Series Growth Opportunities Fund0.01%
FCGSXFidelityFidelity Series Growth Company Fund0.57%
FDGRXFidelityFidelity Growth Company Fund0.52%
FGCKXFidelityFidelity Growth Company Fund - Class K0.45%
FGKFXFidelityFidelity Growth Company K6 Fund0.45%

Other Share Classes

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

SymbolShare ClassExpense Ratio
HGOVXClass R60.73%
HGOFXClass F0.73%
HGOYXClass Y0.81%
HGOIXClass I0.83%

Top 10 Holdings

54.46% of assets
NameSymbolWeight
NVIDIA CorporationNVDA11.56%
Amazon.com, Inc.AMZN7.89%
Broadcom Inc.AVGO5.93%
Alphabet Inc.GOOGL5.06%
Microsoft CorporationMSFT4.98%
Meta Platforms, Inc.META4.61%
Apple Inc.AAPL4.37%
Netflix, Inc.NFLX3.76%
Eli Lilly and CompanyLLY3.53%
Visa Inc.V2.77%
View More Holdings