Hartford Growth Opportunities R5 (HGOTX)

Fund Assets	6.54B
Expense Ratio	0.84%
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	84.49
YTD Return	7.63%
1-Year Return	12.38%
5-Year Return	49.08%
52-Week Low	67.43
52-Week High	90.02
Beta (5Y)	1.10
Holdings	53
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.

• Fund Family: Hartford Mutual Funds
• Category: Large Growth
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: HGOTX
• Share Class: Class R5
• Index: Russell 3000 Growth TR

Performance

HGOTX had a total return of 12.38% 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.

Symbol	Provider	Name	Expense Ratio
FAOFX	Fidelity	Fidelity Advisor Series Growth Opportunities Fund	n/a
FCGSX	Fidelity	Fidelity Series Growth Company Fund	0.57%
FDGRX	Fidelity	Fidelity Growth Company Fund	0.69%
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, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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