The Hartford Growth Opportunities Fund Class R5 (HGOTX)
| Fund Assets | 7.40B |
| Expense Ratio | 0.83% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 66.03 |
| YTD Return | -7.81% |
| 1-Year Return | 17.24% |
| 5-Year Return | 105.83% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 57 |
| Inception Date | Dec 22, 2006 |
About HGOTX
The Fund's investment strategy focuses on Mid-Cap with 0.85% total expense ratio. The minimum amount to invest in Hartford Mutual Funds II, Inc: Hartford Growth Opportunities Fund; Class R5 Shares is $0 on a standard taxable account. Hartford Mutual Funds II, Inc: Hartford Growth Opportunities Fund; Class R5 Shares seeks short and long-term capital appreciation by investing primarily in a diversified portfolio of common stocks covering a broad range of industries, companies and market capitalizations that are believed to have superior growth potential.
Performance
HGOTX had a total return of 17.24% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.75%.
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
52.04% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 10.90% |
| Amazon.com, Inc. | AMZN | 8.59% |
| Broadcom Inc. | AVGO | 4.86% |
| Apple Inc. | AAPL | 4.83% |
| iShares Russell 1000 Growth ETF | IWF | 4.56% |
| Eli Lilly and Company | LLY | 4.22% |
| Meta Platforms, Inc. | META | 3.85% |
| Visa Inc. | V | 3.54% |
| Netflix, Inc. | NFLX | 3.47% |
| Alphabet Inc. | GOOGL | 3.22% |