Intro Guide To The Hartford Growth Opportunities HLS IA Fund (HAGOX)

Hartford Growth Opportunities HLS IA (HAGOX - MF report) a Zacks Ranked #1 (Strong Buy) seeks short and long-term capital appreciation. HAGOX invests at least 65% of its total assets in equity securities of growth companies. HAGOX may invest up to 20% of its total assets in foreign issuers and non-dollar securities. Dividends are distributed quarterly. Capital gains, if any, are distributed annually.

This Mid Growth fund, as of the last filing, allocates their fund in two major groups; Large Growth and Small Growth. Further, as of the last filing, Apple Inc.,(AAPL) Bristol-Myers Squibb Co. (BMY), and Amazon Inc. (AMZN), were the top holdings for HAGOX.

The Hartford Growth Opportunities HLS IA fund, managed by Hartford, carries an expense ratio of 0.64.

HAGOX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 22.52%, 3 years 24.76%, and 5 years19.08%. To see how this fund performed compared in its category, please click here.

HAGOX’s performance, as of the last filing, when compared to funds in its category was in the top 2% in 1 year, top 10% over the past 3 years, and in the 15% over the past 5 years.

 

 

 

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