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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.59% 0.06% 185.48M 32774.40
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.35% 68.00% 20.74M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation. The Fund seeks to achieve its investment objective by investing in a diversified portfolio of common stocks covering a broad range of industries, companies and market capitalizations that the sub-adviser, Wellington Management Company LLP, believes exhibit long-term growth potential.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Growth Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Hartford Funds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
-36.69%
42.45%
40.73%
17.34%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
19.35%
--
--
--
--
-31.56%
55.00%
25.66%
24.01%
--
--
--
--
--
35.95%
28.53%
19.20%
--
--
--
--
--
54.23%
31.59%
18.44%
2.08%
33.14%
56.18%
16.09%
-39.63%
49.13%
38.20%
19.04%
As of December 25, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.02%
Stock 98.74%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.23%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation. The Fund seeks to achieve its investment objective by investing in a diversified portfolio of common stocks covering a broad range of industries, companies and market capitalizations that the sub-adviser, Wellington Management Company LLP, believes exhibit long-term growth potential.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Growth Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Hartford Funds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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