The Hartford Growth Opportunities Fund Class R5 (HGOTX)
| 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 | 75.67 |
| YTD Return | 4.79% |
| 1-Year Return | 15.89% |
| 5-Year Return | 88.05% |
| 52-Week Low | 57.19 |
| 52-Week High | 76.68 |
| Beta (5Y) | n/a |
| Holdings | 58 |
| Inception Date | Dec 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.
Performance
HGOTX had a total return of 15.89% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.41%.
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% |