Hartford Series Fund Inc has made a pivotal change to its Hartford Disciplined Equity HLS Fund. At a Joint Special Meeting of Shareholders held on November 5, 2026, shareholders approved a proposal to reclassify the fund from a diversified investment company to a non-diversified investment company. This change will allow the fund to invest a larger proportion of its assets in fewer securities, a shift that may enhance its investment strategy.

This decision is significant as it reflects a growing trend in the investment industry where firms are adapting their strategies to allow for more concentrated investments. The change is set to take effect on December 7, 2026, and will alter the fund's fundamental diversification policy.

Background

Hartford Series Fund Inc is an investment company based in Wayne, Pennsylvania. The firm primarily manages mutual funds, including the Hartford Disciplined Equity HLS Fund. The fund is known for its active management approach and aims to achieve long-term capital appreciation.

What the Filing Says

The recent filing details the approval of the proposal stating, "shareholders of Hartford Disciplined Equity HLS Fund... approved a proposal to reclassify the Fund from a diversified investment company to a non-diversified investment company." The filing also notes that the change will become effective on December 7, 2026.

Impact

This change may affect current and prospective investors in the Hartford Disciplined Equity HLS Fund. By becoming non-diversified, the fund could potentially experience greater market fluctuations and price volatility, as it will be permitted to concentrate its investments in a smaller number of issuers. This shift may attract investors looking for higher risk-reward opportunities.

What's Next

Following this filing, the next steps are not explicitly detailed. However, investors and stakeholders are advised to review the updated Summary Prospectus that will reflect these changes, effective December 7, 2026.