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Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Hartford Growth Fund

HGWSX |

-

$717 M

-

1.20%

Vitals

YTD Return

N/A

1 yr return

33.2%

3 Yr Avg Return

12.5%

5 Yr Avg 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 FEES

Expense Ratio 1.20%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 47.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$0

IRA

$0

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Hartford Growth Fund

HGWSX |

-

$717 M

-

1.20%

HGWSX - Profile

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

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 (%)
2025 N/A -100.0% 73.0% N/A
2024 N/A -76.0% 212.6% N/A
2023 N/A -65.0% 900.0% N/A
2022 N/A -87.3% 336.8% N/A
2021 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 (%)
2025 N/A -100.0% 76.6% N/A
2024 N/A -30.7% 212.6% N/A
2023 N/A -65.0% 900.0% N/A
2022 N/A -87.3% 341.1% N/A
2021 N/A -60.1% 304.1% N/A

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

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

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

Distributions History

View More +

HGWSX - Fund Manager Analysis

Tenure Analysis

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

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