Investment objective & strategy
As of April 10, 2025 · prospectusObjective. The Fund seeks growth of capital.
Strategy. Under normal circumstances, the Fund invests at least 80% of its assets in common stocks. The Fund invests in a diversified portfolio of common stocks of issuers located primarily in the United States. Wellington Management Company LLP (Wellington Management), the Funds sub-adviser, chooses the Funds investments using fundamental research designed to identify issuers with improving quality metrics, business momentum and attractive relative valuations. The fundamental research emphasizes the sustainability of a businesss competitive advantages, revenue and margin drivers, and cash generation capacity. This research is aided by a proprietary screening tool that helps to identify companies with these characteristics. The Funds portfolio seeks to be broadly diversified by industry and company. The Fund may invest in a broad range of … Under normal circumstances, the Fund invests at least 80% of its assets in common stocks. The Fund invests in a diversified portfolio of common stocks of issuers located primarily in the United States. Wellington Management Company LLP (Wellington Management), the Funds sub-adviser, chooses the Funds investments using fundamental research designed to identify issuers with improving quality metrics, business momentum and attractive relative valuations. The fundamental research emphasizes the sustainability of a businesss competitive advantages, revenue and margin drivers, and cash generation capacity. This research is aided by a proprietary screening tool that helps to identify companies with these characteristics. The Funds portfolio seeks to be broadly diversified by industry and company. The Fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| NVIDIA CORP | — | $227.61M | 8.19% |
| APPLE INC | — | $211.66M | 7.62% |
| ALPHABET INC CL A | — | $173.63M | 6.25% |
| MICROSOFT CORP | — | $163.29M | 5.88% |
| AMAZON.COM INC | — | $134.29M | 4.83% |
| BROADCOM INC | — | $96.50M | 3.47% |
| META PLATFORMS INC CL A | — | $76.82M | 2.77% |
| LILLY ELI and CO | — | $60.25M | 2.17% |
| JPMORGAN CHASE and CO | — | $59.95M | 2.16% |
| MASTERCARD INC CL A | — | $53.30M | 1.92% |
Portfolio moves
Dec 31, 2025 → Mar 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| SFT Wellington Core Equity Fund | 99% | 0.78% |
| HARTFORD CORE EQUITY FUND · HAIAX, HGICX, HGIYX, HGIRX, HGISX, HGITX, HGIIX, HAITX, HGIFX | 90% | 0.36% |
| Guardian Integrated Research VIP Fund | 88% | 0.84% |
Advisers
| Firm | Role |
|---|---|
| Wellington Management Company LLP | Sub-adviser |
| Hartford Funds Management Company, LLC | Adviser |
Footnotes
- Expense ratio as of April 10, 2025, from the fund's prospectus.
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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