The Hartford Growth Opportunities Fund Class Y
HGOYX
NASDAQ88.21
USD
-0.43
- -
The Hartford Growth Opportunities Fund Class Y
HGOYX
(NASDAQ)
Recent
price
88.21
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Similar Companies
- Business
- The Hartford Growth Opportunities Fund (HGOYX) is an open-end mutual fund that seeks capital appreciation by investing primarily in a diversified portfolio of common stocks across a broad range of industries, companies, and market capitalizations exhibiting long-term growth potential; it may allocate up to 25% of net assets to foreign issuers and non-dollar securities and engages in active trading. Sub-advised by Wellington Management Company LLP, with portfolio managers Stephen Mortimer (29 years of experience) and Mario E. Abularach, CFA (31 years), the fund emphasizes high-conviction positions, opportunities beyond traditional growth sectors, and market-cap flexibility, maintaining a portfolio of approximately 55 holdings concentrated in large-cap companies (100% greater than $10 billion market cap), with top sectors including information technology (47%), communication services (19%), and consumer discretionary (16%). As of September 30, 2025, net assets stand at $6.8 billion, with a net expense ratio of 0.84% for Class Y shares, a 3-year beta of 1.14, and turnover of 104%; top holdings include NVIDIA Corp. (14.48%), Amazon.com, Inc. (6.51%), Alphabet, Inc. (5.83%), Broadcom, Inc. (5.31%), and Apple, Inc. (5.01%). The fund, part of Hartford Funds (a subsidiary of The Hartford Financial Services Group, Inc., headquartered in Wayne, Pennsylvania), traces its inception to March 31, 1963, with Class Y shares launched later. In recent developments, Hartford Funds, the fund's sponsor, launched its first options overlay strategy, the Hartford Equity Premium Income ETF (HEMI), on December 16, 2025, sub-advised by Wellington Management to generate income via S&P 500 call options while pursuing equity appreciation; this builds on strong ETF inflows, surpassing $5 billion in AUM by early 2024 with over $760 million year-to-date through October 31, 2024, led by fixed-income offerings like Hartford Total Return Bond ETF (HTRB) and Hartford Schroders Tax-Aware Bond ETF (HTAB). The firm maintains long-standing strategic partnerships with Wellington Management (sub-advising over half of its $124 billion+ assets) and Schroders for expanded non-U.S. capabilities, with no specific changes announced for the Growth Opportunities Fund itself in 2024-2025. Hartford Funds operates globally from 38 locations across the Americas, Europe, Asia Pacific, the Middle East, and Africa, targeting institutional and retail investors in the large-growth equity segment.