Hartford Growth Opportunities HLS IB Fund HBGOX 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 (NASDAQ:FB), Amazon.com Inc (NASDAQ:AMZN) 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.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
View All Zacks #1 Ranked Mutual Funds
Get Your Free (HBGOX): Fund Analysis Report
Original post
Zacks Investment Research