HFGOHartford Large Cap Growth ETF

Grow my money4y track recordRanked #1,330 of 2,969 in this goal

Seeks capital appreciation.

By Hartford Mutual Funds · Launched 2021

Annual Cost

0.59%

#3,008 of 5,573 · average

Fund Size

$210M

#2,282 of 5,573 · mid-size

Return (1Y)Goal

+22.4%

Track Record

4 years

#2,543 of 5,573 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,341+23.4%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 68.2% of fundconcentrated

NVIDIA Corp

14.9%

Apple Inc

10.9%

Alphabet Inc

8.0%

Amazon.com Inc

7.4%

Broadcom Inc

6.4%

Meta Platforms Inc

4.9%

Microsoft Corp

4.8%

Eli Lilly & Co

3.9%

Tesla Inc

3.7%

Netflix Inc

3.3%

Asset allocation

Stocks

98.3%

Cash

1.8%

By sector

Technology

55.3%

Communication

19.7%

Consumer Cyclical

11.8%

Healthcare

7.2%

Industrials

3.6%

Financial Services

2.0%

Energy

0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

19.1%Moderate

Year-on-year price swings

Max drawdown

-44.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.95Decent risk-adjusted returns

Sortino (3Y)

1.37Good downside protection

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in common stocks of large-cap companies with long-term growth potential. Uses fundamental analysis for stock selection, focusing on sectors like information technology and consumer discretionary.
Inception date: November 9, 2021
Fund family: Hartford Mutual Funds