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The Hartford Growth Opportunities Fund - Class C: (MF: HGOCX)
(NASDAQ Mutual Funds) As of Sep 10, 2024 08:00 PM ET
$12.56 USD
+0.08 (0.64%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 25.73 | 15 |
| 3 months | 6.45 | 33 |
| 6 months | 8.74 | 53 |
| 1 Year | 34.18 | 20 |
| 3 Year | 1.39 | 73 |
| 5 Year | 14.26 | 45 |
| 10 Year | 13.25 | 38 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 29.74 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 8/31/2024 | 96.83 |
| % Turnover 8/31/2024 | 114.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.23 | 1.16 | 1.14 |
| Alpha | -7.56 | -2.59 | -0.71 |
| R Squared | 0.82 | 0.79 | 0.79 |
| Std. Dev. | 24.14 | 23.59 | 19.72 |
| Sharpe | 0.04 | 0.63 | 2.00 |
Sector / Country Weightings
| As of 8/31/2024 | % of Portfolio |
|---|---|
| Technology | 48.94 |
| Retail Trade | 12.11 |
| Non-Durable | 10.55 |
| Health | 9.68 |
| Finance | 8.55 |
| Services | 3.00 |
| Industrial Cyclical | 2.18 |
| Other | 2.08 |
| Consumer Durables | 1.86 |
| Utilities | 1.05 |
Portfolio Holdings
| Top Equity Holdings (As of 4/30/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| NVIDIA CORP | 9.96 | 485.44 |
| AMAZON.COM INC | 8.77 | 427.70 |
| APPLE INC | 5.70 | 278.02 |
| ALPHABET INC CLASS A | 5.07 | 247.20 |
| ELI LILLY & CO | 4.73 | 230.48 |
| MICROSOFT CORP | 4.13 | 201.44 |
| META PLATFORMS INC | 3.63 | 176.90 |
| BROADCOM INC | 3.13 | 152.44 |
| NETFLIX INC | 2.75 | 133.98 |
Stock Holding % of Net Assets
| As Of | 4/30/2024 |
| Total Issues | 56 |
| Avg. P/E | 43.44 |
| Avg. P/Book | 5.25 |
| Avg. EPS Growth | 20.41 |
| Avg. Market Value (Mil $) | 538,271 |
Allocation
| % of Portfolio | |
| Large Growth | 44.54 |
| Large Value | 0.00 |
| Small Growth | 10.25 |
| Small Value | 0.00 |
| Foreign Stock | 8.54 |
| Emerging Market | 9.78 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 8.20 |
| High Yield Bond | 0.00 |