HGOBX: Hartford Growth Opportunities B

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HGOBX Hartford Growth Opportunities B

  • Fund
  • HGOBX
  • Price as of: N/A
  • N/A N/A N/A
  • Primary Category
  • N/A
  • Fund Company
  • N/A
  • Share Class

HGOBX - Profile

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return 10.6%
  • 5 Yr Annualized Return 15.2%
  • Net Assets $4.59 B
  • Holdings in Top 10 28.3%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING RELATED FEES

  • Expense Ratio 2.09%

SALES FEES

  • Front Load N/A
  • Deferred Load 5.00%

BROKERAGE FEES

  • Turnover 117.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

Closed to new investors as of Sep 30, 2009

STANDARD (TAXABLE)

$2,000

IRA

$2,000

Fund Classification

PRIMARY CATEGORY

N/A
  • Fund Type Open End Mutual Fund
  • Investment Style Large Growth

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 9.9%
  • 5 Yr Annualized Total Return 14.9%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -1.45%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name The Hartford Growth Opportunities Fund
  • Fund Family Name N/A
  • Inception Date Feb 19, 2002
  • Shares Outstanding N/A
  • Share Class B
  • Currency USD
  • Domiciled Country United States

Fund Description

The fund invests primarily in a diversified portfolio of common stocks covering a broad range of industries, companies and market capitalizations that the sub-adviser believes have superior growth potential with a focus on mid to large capitalization stocks. It may invest up to 25% of its net assets in foreign issuers and non-dollar securities. The fund may trade securities actively.

HGOBX - Mutual Fund Categories

HGOBX - Performance

Return Ranking - Trailing

Period HGOBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -4.9% 41.0% N/A
1 Yr 16.7% -63.6% 17.1% N/A
3 Yr 10.6%* -39.0% 23.3% N/A
5 Yr 15.2%* -31.7% 22.5% N/A
10 Yr 6.9%* -12.8% 17.1% N/A

* Annualized


Return Ranking - Calendar

Period HGOBX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -65.5% 7.8% N/A
2017 N/A -28.2% 41.0% N/A
2016 N/A -56.6% 18.1% N/A
2015 N/A -38.0% 11.4% N/A
2014 N/A -52.4% 105.4% N/A

Total Return Ranking - Trailing

Period HGOBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A 0.0% 41.0% N/A
1 Yr 11.7% -63.6% 24.5% N/A
3 Yr 9.9%* -39.0% 29.6% N/A
5 Yr 14.9%* -31.7% 31.3% N/A
10 Yr 6.9%* -12.8% 20.8% N/A

* Annualized


Total Return Ranking - Calendar

Period HGOBX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -65.5% 16.5% N/A
2017 N/A -28.2% 48.9% N/A
2016 N/A -56.6% 26.8% N/A
2015 N/A -38.0% 17.3% N/A
2014 N/A -52.4% 120.7% N/A

NAV & Total Return History

HGOBX - Holdings

Concentration Analysis

HGOBX Category Low Category High HGOBX % Rank
Net Assets 4.59 B 898 K 195 B N/A
Number of Holdings 102 6 2032 N/A
Net Assets in Top 10 1.29 B 592 K 54.6 B N/A
Weighting of Top 10 28.27% 13.6% 2492.0% N/A

Top 10 Holdings

  1. Alphabet Inc C 5.76%

  2. Facebook Inc A 5.45%

  3. CoStar Group Inc 2.44%

  4. Workday Inc Class A 2.40%

  5. ServiceNow Inc 2.19%

  6. Uber Technologies Inc Preferred Stock 2.11%

  7. Monster Beverage Corp 2.05%

  8. Bristol-Myers Squibb Company 2.02%

  9. PayPal Holdings Inc 1.99%

  10. Arista Networks Inc 1.86%


Asset Allocation

Weighting Return Low Return High HGOBX % Rank
Stocks
92.32% 19.56% 118.91% N/A
Other
5.58% -13.96% 43.00% N/A
Preferred Stocks
2.11% 0.00% 14.01% N/A
Convertible Bonds
0.00% 0.00% 2.72% N/A
Cash
0.00% -2458.20% 57.26% N/A
Bonds
0.00% -0.01% 2458.15% N/A

Stock Sector Breakdown

Weighting Return Low Return High HGOBX % Rank
Technology
35.12% 0.00% 61.29% N/A
Consumer Cyclical
14.56% 0.00% 34.98% N/A
Healthcare
14.42% 0.00% 95.23% N/A
Industrials
10.83% 0.00% 25.15% N/A
Financial Services
9.09% 0.00% 39.70% N/A
Real Estate
3.98% 0.00% 10.55% N/A
Consumer Defense
2.05% 0.00% 17.04% N/A
Energy
1.27% 0.00% 15.19% N/A
Basic Materials
0.99% 0.00% 12.25% N/A
Utilities
0.00% -0.01% 14.39% N/A
Communication Services
0.00% 0.00% 15.66% N/A

Stock Geographic Breakdown

Weighting Return Low Return High HGOBX % Rank
US
88.50% 6.81% 117.83% N/A
Non US
3.82% 0.00% 91.64% N/A

HGOBX - Expenses

Operational Fees

HGOBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 2.09% 0.00% 15.15% N/A
Management Fee 0.71% 0.00% 1.44% N/A
12b-1 Fee 1.00% 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 1.02% N/A

Sales Fees

HGOBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.50% 8.50% N/A
Deferred Load 5.00% 1.00% 5.50% N/A

Trading Fees

HGOBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.05% 5.00% N/A

Turnover Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

HGOBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 117.00% 0.00% 650.00% N/A

HGOBX - Distributions

Dividend Yield Analysis

HGOBX Category Low Category High HGOBX % Rank
Dividend Yield 0.00% 0.00% 0.12% N/A

Dividend Distribution Analysis

HGOBX Category Low Category High Category Mode
Dividend Distribution Frequency Annually Annually Quarterly Annually

Dividend Payout History


Net Income Ratio Analysis

HGOBX Category Low Category High HGOBX % Rank
Net Income Ratio -1.45% -14.30% 2.62% N/A

Capital Gain Distribution Analysis

HGOBX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

HGOBX - Managers

Tenure Analysis

Category Low

0.75

Category High

25.68

Category Average

6.9

Category Mode

1.22