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Study of Hartford Growth Opportunities HLS IB Fund (HBGOX)

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Hartford Growth Opportunities HLS IB Fund  seeks short and long-term capital appreciation. HBGOX invests at least 65% of its total assets in equity securities of growth companies. HBGOX may invest up to 20% of its total assets in foreign issuers and non-dollar securities.

This Mid Growth product has a history of positive total returns for over 10 years.  Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 13.5% and 5 year 16.3%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.  

HBGOX’s performance, as of the last filing, when compared to funds in its category was in the top 49% over the past 1 year, and in the top 12% over the past 3 years and in the top 15% over the past 5 years.   

The Hartford Growth Opportunities HLS IB fund, as of the last filing, allocates their fund in top two major groups; Large Growth and Small Growth. Further, as of the last filing, Facebook Inc, Amazon.com Inc and Workday Inc were the top holdings for HBGOX.

This Zacks Rank #1 (Strong Buy) was incepted in March 1963 and is managed by Hartford. HBGOX carries an expense ratio of 0.90% and requires a minimal initial investment of $0.

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