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Hartford Stock HLS IA (HSTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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99.34+0.53 (+0.54%)
As of 08:06AM EDT. Market open.

Hartford Stock HLS IA

Hartford, CT 06104-2999

P O Box 2999

Hartford Series Fund Inc

860-297-6443
Management information
Peter C. Fisher,Lead manager since 30 April 2020
Peter C. Fisher Senior Managing Director, Partner, and Equity Portfolio Manager Peter is a portfolio manager on the Dividend Growth Team. He manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He manages the Global Dividend Growth approach and works closely with Don Kilbride on other Dividend Growth approaches. He works in our London office. Prior to joining Wellington Management in 2005, Peter worked as an equity research analyst at MFS Investment Management, where his coverage included the consumer staples, energy, and technology sectors (2000 – 2005). Peter earned his MBA from the University of Chicago (2000) and his BA in economics from Davidson College (1993).
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyHartford Mutual Funds
Net assets1.31B
YTD return2.12%
Yield1.21%
Morningstar rating★★★
Inception date30 Aug 1977

Fund operations

Last dividend1.25
Last cap gain46.00
Holdings turnover8.00%
Average for categoryN/A

Fees and expenses

ExpenseHSTAXCategory average
Annual report expense ratio (net)0.51%0.84%
Prospectus net expense ratio0.51%N/A
Prospectus gross expense ratio0.51%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A