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HGOBX Hartford Growth Opportunities B

7 lower fee alternatives found

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Fund HGOBX Hartford Growth Opportunities B QQQE Direxion NASDAQ-100® Equal Wtd ETF TRBCX T. Rowe Price Blue Chip Growth  
100% 86% 86%
Annual Fees
(2.03% Exp. Ratio)
(0.35% Exp. Ratio)
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$28,030.62 $46,682.98 $41,879.82
Est. savings over 30 yrs +$18,652.36 +$13,849.20
As of 9/30/16
1 YR RETURN 10.58%
3 YR 10.90%
5 YR 17.39%
10 YR 7.83%
1 YR RETURN 14.85%
3 YR 11.93%
5 YR --
10 YR --
1 YR RETURN 11.34%
3 YR 11.56%
5 YR 17.86%
10 YR 9.11%
The investment seeks capital appreciation. The fund invests primarily in a diversified portfolio of common stocks covering a broad range of industries, companies and market capitalizations that the sub-adviser believes have superior growth potential with a focus on mid to large capitalization stocks. It may invest up to 25% of its net assets in foreign issuers and non-dollar securities. The fund may trade securities actively.
The investment seeks investment results before fees and expenses that track the NASDAQ-100® Equal Weighted Index. The fund, under normal circumstances, invests at least 80% of its assets in the equity securities that comprise the NASDAQ-100® Equal Weighted Index. The index is the equal weighted version of the NASDAQ-100 Index® which includes 100 of the largest domestic and international non-financial securities listed on the NASDAQ® Stock Market (the "NASDAQ®") based on market capitalization. The fund is non-diversified.
The investment seeks long-term capital growth; income is a secondary objective. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of large- and medium-sized blue chip growth companies. It focuses on companies with leading market positions, seasoned management, and strong financial fundamentals. The fund may sell securities for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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