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HFGOHartford Large Cap Growth ETF

Grow my money4y track recordRanked #1,316 of 2,998 in this goal

Seeks capital appreciation.

By Hartford Mutual Funds · Launched 2021

Annual Cost

0.59%

#3,122 of 5,861 · average

Fund Size

$211M

#2,317 of 5,861 · mid-size

Return (1Y)Goal

+8.7%

Track Record

4 years

#2,481 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,930+9.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 66.0% of fundconcentrated

NVIDIA Corp
14.8%
Alphabet Inc
8.6%
Apple Inc
7.8%
Amazon.com Inc
7.8%
Broadcom Inc
7.7%
Microsoft Corp
5.6%
Meta Platforms Inc
4.2%
Eli Lilly & Co
3.7%
Netflix Inc
3.6%
Palantir Technologies Inc
2.3%

Asset allocation

Stocks
98.4%
Cash
1.6%

By sector

Technology
54.1%
Communication
20.3%
Consumer Cyclical
10.0%
Healthcare
8.4%
Industrials
4.6%
Financial Services
2.0%
Energy
0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
20.4%High

Year-on-year price swings

Max drawdown
-44.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.82Decent risk-adjusted returns
Sortino (3Y)
1.18Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks capital appreciation.
Strategy
Invests primarily in equity securities of large capitalization companies, focusing on sectors such as information technology, consumer discretionary, and communication services. Uses fundamental analysis to identify companies with long-term growth potential.
Inception date
November 9, 2021
Fund family
Hartford Mutual Funds

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Data updated on 2026-08-04