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Hartford Growth Opportunities Hls Fund Class Ia: (MF: HAGOX)

(NASDAQ Mutual Funds) As of Sep 20, 2018 08:15 PM ET

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$40.54 USD

-0.24 (-0.59%)

Zacks MF Rank 3-Hold     3    

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

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1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Aug 31, 2018

Total Return %* Percentile Rank Objective
YTD 22.61 5
3 months 8.94 25
6 months 15.57 5
1 Year 30.89 11
3 Year 18.48 20
5 Year 18.14 11
10 Year 11.89 28

* Annual for three years and beyond.

Zacks Premium Research for HAGOX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Hold 3
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Portfolio Statistics

%Unrealized Gain YTD 17.50
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 8/31/2018 1,498.40
%Turnover 8/31/2018 120.00

Risk

3 Year 5 Year 10 Year
Beta 1.03 1.02 1.12
Alpha 1.89 3.19 0.16
R Squared 0.64 0.66 0.85
Std. Dev. 12.24 12.08 17.88
Sharpe 1.50 1.52 2.00

Sector / Country Weightings

As of 8/31/2018 % of Portfolio
Technology 34.68
Retail Trade 12.91
Finance 11.42
Other 9.64
Industrial Cyclical 8.13
Health 6.56
Services 6.37
Non-Durable 5.68
Consumer Durables 2.17
Energy 1.57
Utilities 0.87

Portfolio Holdings

Top Equity Holdings
(As of 6/30/2018)
% of Portfolio Value (Mil$)
FACEBOOK INC 5.56 90.71
AMAZON.COM INC 5.47 89.23
SALESFORCE.COM INC 2.81 45.80
GUIDEWIRE SOFTWARE INC 2.13 34.70
AMERICAN EXPRESS CO 2.09 34.17
COSTAR GROUP INC 2.06 33.62
BAXTER INTL INC 2.04 33.36
SPOTIFY TECHNOLOGY SA 1.97 32.13
PAYPAL HOLDINGS INC 1.95 31.83

Stock Holding % of Net Assets

As Of 6/30/2018
Total Issues 90
Avg. P/E 30.98
Avg. P/Book 5.45
Avg. EPS Growth 5.16
Avg. Market Value (Mil $) 115,445

Allocation

% of Portfolio
Large Growth 69.64
Large Value 0.00
Small Growth 21.17
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00