HGOTX Mutual Fund

HGOTX Mutual Fund

NAV$76.25
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Fund Essentials - as of Aug 31, 2026

Net Assets
$6M
Expense Ratio
0.83%
Dividend Yield (Current)
-
Holdings
54
Inception Date
Dec 22, 2006
Fund Family
Hartford Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+0.80%
1 Year-2.64%
3 Year+24.25%
5 Year+6.75%
10 Year+15.54%

Asset Allocation

Stocks: 99.99%
Other: 0.01%
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Top Holdings

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TickerNameWeight
NVDANVIDIA Corp17.06%
GOOGLAlphabet Inc,class A7.28%
AMZNAmazon.com Inc6.20%
AVGOBroadcom Inc5.93%
MSFTMicrosoft Corp4.90%
Top 10 Concentration: 59.79%Report Date: Aug 31, 2026
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Dividend Summary

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Frequency
Annually
Latest Distribution
$11.96
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

HGOTX Mutual Fund Overview

HGOTX Mutual Fund (The Hartford Growth Opportunities Fund Class R5) is managed by Hartford Funds with $6.5M in net assets. HGOTX expense ratio is 0.83%, holding 54 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2006-12-22.

HGOTX performance shows a YTD return of 0.80%. The 1-year return is -2.64% and the 5-year return is 6.75%.

HGOTX top holdings include NVIDIA Corp (17.1%), Alphabet Inc,class A (7.3%), Amazon.com Inc (6.2%), Broadcom Inc (5.9%), Microsoft Corp (4.9%). Go to all HGOTX holdings, HGOTX sectors, or HGOTX dividends.

HGOTX can be compared against other funds. Use HGOTX overlap to find shared positions, or HGOTX vs another fund for a side-by-side view. HGOTX alternatives are available via the screener, along with tax-loss harvesting opportunities.