HIBSX – Hartford Stock HLS IB Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in equity securities. The advisor may invest in stocks within a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Index as selected by the fund's sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund may invest up to 20% of its net assets in the securities of foreign issuers and non-dollar securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HSTAX	Hartford Stock HLS Fund Class IA	Institutional	Limited			Aug 31, 1977	$1.05B	0.520%	Below Average	$0	−$141.28M
HIBSX	Hartford Stock HLS Fund Class IB	Institutional	Open			Apr 1, 1998	$92.35M	0.770%	Above Average	$0	−$12.06M

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