The Hartford Growth Opportunities Fund Class Y (HGOYX)
| Fund Assets | 6.50B |
| Expense Ratio | 0.81% |
| Min. Investment | $250,000 |
| Turnover | 107.00% |
| Dividend (ttm) | 4.50 |
| Dividend Yield | 6.00% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 11, 2025 |
| Previous Close | 75.15 |
| YTD Return | -7.24% |
| 1-Year Return | 1.91% |
| 5-Year Return | 33.35% |
| 52-Week Low | 55.81 |
| 52-Week High | 84.42 |
| Beta (5Y) | n/a |
| Holdings | 56 |
| Inception Date | Feb 19, 2002 |
About HGOYX
Hartford Growth Opportunities Fund Class Y is an actively managed mutual fund focused on seeking capital appreciation. The fund invests primarily in a diversified portfolio of common stocks spanning a wide array of industries and market capitalizations, with a particular emphasis on mid- to large-cap companies. It deploys a high-conviction growth strategy, seeking opportunities beyond traditional growth sectors and maintaining flexibility across various market capitalizations. A distinguishing aspect of this fund is its sub-advisory by Wellington Management, which provides the portfolio with deep research resources and an independent, collaborative approach to asset selection. The fund’s portfolio is concentrated in equities, featuring prominent holdings in leading technology and consumer companies. With a track record dating back to 1963, Hartford Growth Opportunities Fund Class Y plays a significant role in the market by offering investors access to a broad set of growth-oriented equities aimed at long-term capital appreciation, supported by experienced management and a research-intensive investment process.
Performance
HGOYX had a total return of 1.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.25%.
Top 10 Holdings
58.62% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 14.80% |
| Alphabet Inc. | GOOGL | 7.68% |
| Amazon.com, Inc. | AMZN | 6.99% |
| Broadcom Inc. | AVGO | 5.69% |
| Apple Inc. | AAPL | 5.21% |
| Microsoft Corporation | MSFT | 4.12% |
| Eli Lilly and Company | LLY | 3.84% |
| Tesla, Inc. | TSLA | 3.69% |
| Meta Platforms, Inc. | META | 3.36% |
| Netflix, Inc. | NFLX | 3.24% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 11, 2025 | $4.50084 | Dec 12, 2025 |
| Dec 10, 2021 | $11.95828 | Dec 13, 2021 |
| Dec 11, 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 |