HGWSX: Hartford Growth R4

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HGWSX Hartford Growth R4


Profile

HGWSX - Profile

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return 12.5%
  • 5 Yr Annualized Return 22.0%
  • 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 1.20%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 47.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $0
  • IRA $0

Fund Classification

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

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 12.5%
  • 5 Yr Annualized Total Return 22.0%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -0.18%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Hartford Growth Fund
  • Fund Family Name
    Hartford Mutual Funds
  • Inception Date
    Dec 21, 2006
  • Shares Outstanding
    N/A
  • Share Class
    Retirement
  • 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.


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Categories

HGWSX - Mutual Fund Categories


Performance

HGWSX - Performance

Return Ranking - Trailing

Period HGWSX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 268.1% N/A
1 Yr 33.2% -64.8% 268.1% N/A
3 Yr 12.5%* -100.0% 115.6% N/A
5 Yr 22.0%* -100.0% 58.6% N/A
10 Yr 6.6%* -12.1% 26.2% N/A

* Annualized

Return Ranking - Calendar

Period HGWSX Return Category Return Low Category Return High Rank in Category (%)
2019 N/A -100.0% 73.0% N/A
2018 N/A -76.0% 212.6% N/A
2017 N/A -65.0% 900.0% N/A
2016 N/A -87.3% 336.8% N/A
2015 N/A -60.1% 304.1% N/A

Total Return Ranking - Trailing

Period HGWSX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 268.1% N/A
1 Yr 33.2% -64.8% 268.1% N/A
3 Yr 12.5%* -100.0% 115.6% N/A
5 Yr 22.0%* -100.0% 58.6% N/A
10 Yr 6.6%* -12.1% 26.3% N/A

* Annualized

Total Return Ranking - Calendar

Period HGWSX Return Category Return Low Category Return High Rank in Category (%)
2019 N/A -100.0% 76.6% N/A
2018 N/A -30.7% 212.6% N/A
2017 N/A -65.0% 900.0% N/A
2016 N/A -87.3% 341.1% N/A
2015 N/A -60.1% 304.1% N/A

NAV & Total Return History


Holdings

HGWSX - Holdings

Concentration Analysis

HGWSX Category Low Category High HGWSX % 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 HGWSX % 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 HGWSX % 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 HGWSX % Rank
US
92.23% -142.98% 149.27% N/A
Non US
6.22% -38.73% 159.65% N/A

Expenses

HGWSX - Expenses

Operational Fees

HGWSX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.20% -2.86% 950.64% N/A
Management Fee 0.74% 0.00% 2.87% N/A
12b-1 Fee 0.25% 0.00% 1.00% N/A
Administrative Fee 0.15% 0.00% 52000.00% N/A

Sales Fees

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

Trading Fees

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

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.

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

Distributions

HGWSX - Distributions

Dividend Yield Analysis

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

Dividend Distribution Analysis

HGWSX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Monthly Annually

Net Income Ratio Analysis

HGWSX Category Low Category High HGWSX % Rank
Net Income Ratio -0.18% -46.00% 10.88% N/A

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

Fund Manager Analysis

HGWSX - Fund Manager Analysis

Tenure Analysis

Category Low Category High Category Average Category Mode
0.01 33.52 5.37 3.25