HGWCX: Hartford Growth C

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HGWCX Hartford Growth C

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

HGWCX - Profile

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return 11.7%
  • 5 Yr Annualized Return 21.0%
  • Net Assets $717 M
  • Holdings in Top 10 23.8%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING RELATED FEES

  • Expense Ratio 1.97%

SALES FEES

  • Front Load N/A
  • Deferred Load 1.00%

BROKERAGE FEES

  • Turnover 47.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

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 11.7%
  • 5 Yr Annualized Total Return 21.0%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -0.97%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name Hartford Growth Fund
  • Fund Family Name N/A
  • Inception Date Feb 15, 2002
  • Shares Outstanding N/A
  • Share Class C
  • Currency USD
  • Domiciled Country United States

Fund Description

The fund normally invests at least 65% of total assets in equity securities of growth companies. It may invest in companies with a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Growth Index. The fund may invest up to 20% of its total assets in securities of foreign issuers and non-dollar securities.

HGWCX - Mutual Fund Categories

HGWCX - Performance

Return Ranking - Trailing

Period HGWCX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 268.1% N/A
1 Yr 32.3% -64.8% 268.1% N/A
3 Yr 11.7%* -100.0% 115.6% N/A
5 Yr 21.0%* -100.0% 58.6% N/A
10 Yr 5.8%* -12.1% 26.2% N/A

* Annualized


Return Ranking - Calendar

Period HGWCX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -100.0% 73.0% N/A
2017 N/A -76.0% 212.6% N/A
2016 N/A -65.0% 900.0% N/A
2015 N/A -87.3% 336.8% N/A
2014 N/A -60.1% 304.1% N/A

Total Return Ranking - Trailing

Period HGWCX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 268.1% N/A
1 Yr 31.3% -64.8% 268.1% N/A
3 Yr 11.7%* -100.0% 115.6% N/A
5 Yr 21.0%* -100.0% 58.6% N/A
10 Yr 5.8%* -12.1% 26.3% N/A

* Annualized


Total Return Ranking - Calendar

Period HGWCX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -100.0% 76.6% N/A
2017 N/A -30.7% 212.6% N/A
2016 N/A -65.0% 900.0% N/A
2015 N/A -87.3% 341.1% N/A
2014 N/A -60.1% 304.1% N/A

NAV & Total Return History

HGWCX - Holdings

Concentration Analysis

HGWCX Category Low Category High HGWCX % Rank
Net Assets 717 M 10 804 B N/A
Number of Holdings 92 1 17333 N/A
Net Assets in Top 10 170 M -7.11 B 145 B N/A
Weighting of Top 10 23.84% 0.0% 20474.3% N/A

Top 10 Holdings

  1. Google Inc Class A 4.08%

  2. Gilead Sciences Inc 3.11%

  3. Facebook Inc Class A 2.71%

  4. Home Depot, Inc. 2.52%

  5. priceline.com Incorporated 2.03%

  6. Biogen Idec Inc 2.01%

  7. Cognizant Technology Solutions Corporation Class A 1.99%

  8. AutoZone Inc 1.83%

  9. Lennar Corporation 1.79%

  10. DR Horton Inc 1.76%


Asset Allocation

Weighting Return Low Return High HGWCX % Rank
Stocks
98.45% -142.98% 259.25% N/A
Other
1.56% -7288.76% 493.15% N/A
Preferred Stocks
0.00% -21.20% 80.89% N/A
Convertible Bonds
0.00% -0.37% 144.58% N/A
Cash
0.00% -2458.20% 7388.76% N/A
Bonds
0.00% -955.59% 2458.15% N/A

Stock Sector Breakdown

Weighting Return Low Return High HGWCX % Rank
Consumer Cyclical
29.01% -20.80% 87.44% N/A
Technology
20.26% -26.81% 99.57% N/A
Healthcare
14.21% -15.38% 100.00% N/A
Industrials
12.56% -19.53% 93.31% N/A
Consumer Defense
8.63% -7.54% 98.24% N/A
Financial Services
6.28% -7.59% 99.69% N/A
Basic Materials
2.85% -5.18% 96.19% N/A
Communication Services
2.53% -9.27% 90.02% N/A
Energy
1.37% -6.25% 144.83% N/A
Real Estate
0.75% -8.52% 100.26% N/A
Utilities
0.00% -3.80% 94.95% N/A

Stock Geographic Breakdown

Weighting Return Low Return High HGWCX % Rank
US
92.23% -142.98% 149.27% N/A
Non US
6.22% -38.73% 159.65% N/A

HGWCX - Expenses

Operational Fees

HGWCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.97% -2.86% 950.64% N/A
Management Fee 0.74% 0.00% 2.87% N/A
12b-1 Fee 1.00% 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 52000.00% N/A

Sales Fees

HGWCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 25.00% N/A
Deferred Load 1.00% 0.25% 5.50% N/A

Trading Fees

HGWCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.00% 2.00% 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.

HGWCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 47.00% 0.00% 5067.00% N/A

HGWCX - Distributions

Dividend Yield Analysis

HGWCX Category Low Category High HGWCX % Rank
Dividend Yield 0.00% 0.00% 84.51% N/A

Dividend Distribution Analysis

HGWCX Category Low Category High Category Mode
Dividend Distribution Frequency Annually Annually Monthly Annually

Dividend Payout History


Net Income Ratio Analysis

HGWCX Category Low Category High HGWCX % Rank
Net Income Ratio -0.97% -46.00% 10.88% N/A

Capital Gain Distribution Analysis

HGWCX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

HGWCX - Managers

Tenure Analysis

Category Low

0.01

Category High

33.52

Category Average

5.37

Category Mode

3.25