Hartford Mutual Funds Family Data Pages
Performance
04-30-13
Total ReturnCategory Average
| Total Return | 32.9 | 14.3 | -4.1 | 15.3 | 9.6 |
| Category Average | 27.7 | 14.2 | -0.3 | 13.3 | 8.9 |
| Assets for Each Yr* | 88.4 | 100.1 | 85.7 | 88.5 | 93.0 |
*billions
Trailing Returns %
04-30-13
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 9.64 | 9.52 | 3.99 | ||
Key Stats
04-30-13
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| 92,985 | $0 | 40.5 | 59.5 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.1 | 57.24 | 1.22 | Average |
| International Stock | 2.9 | 5.01 | 1.39 | Average |
| Municipal Bond | 1.9 | 0.68 | 1.08 | Average |
| Taxable Bond | 2.6 | 21.91 | 1.00 | Average |
*Doesn't include money market assets.
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Top 20 US Holdings
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YTD Return through 05-20-13
| Sector | YTD Return % | % Net Assets | |||
|---|---|---|---|---|---|
| JPMorgan Chase & Co* | Financial Services | 20.29 | 1.24 | ||
| Cisco Systems Inc* | Technology | 22.73 | 1.22 | ||
| Wells Fargo & Co* | Financial Services | 19.22 | 0.87 | ||
| Gilead Sciences Inc* | Healthcare | 51.78 | 0.79 | ||
| CVS Caremark Corp* | Consumer Defensive | 22.92 | 0.76 | ||
| Merck & Co Inc* | Healthcare | 11.48 | 0.75 | ||
| Microsoft Corporation* | Technology | 33.06 | 0.74 | ||
| American International Group Inc* | Financial Services | 27.17 | 0.72 | ||
| Exxon Mobil Corporation* | Energy | 8.28 | 0.72 | ||
| Ford Motor Co* | Consumer Cyclical | 17.76 | 0.71 | ||
| Johnson & Johnson* | Healthcare | 26.42 | 0.67 | ||
| United Continental Holdings Inc* | Industrials | 46.66 | 0.61 | ||
| Chevron Corp* | Energy | 17.14 | 0.60 | ||
| Pfizer Inc* | Healthcare | 16.35 | 0.60 | ||
| Hertz Global Holdings Inc | Industrials | 58.08 | 0.57 | ||
| Lowe's Companies Inc.* | Consumer Cyclical | 20.21 | 0.57 | ||
| Google, Inc. Class A* | Technology | 28.44 | 0.51 | ||
| Citigroup Inc* | Financial Services | 30.49 | 0.50 | ||
| Time Warner Inc* | Consumer Cyclical | 26.19 | 0.50 | ||
| PNC Financial Services Group Inc* | Financial Services | 23.68 | 0.50 | ||
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Analyst Favorites and Tools
Best 5-Year Relative Performance
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05-20-13
| Fund Name | 5-Yr Rank | Analyst Report | |
|---|---|---|---|
| Hartford Balanced Income A | 3 | --- | |
| Hartford SmallCap Growth HLS IA | 4 | --- | |
| Hartford Equity Income A | 7 | 12-09-11 | |
| American Funds New World HLS IB | 11 | --- | |
| Hartford MidCap Value HLS IA | 12 | --- | |
Worst 5-Year Relative Performance
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05-20-13
| Fund Name | 5-Yr Rank | Analyst Report | |
|---|---|---|---|
| Hartford US Government Secs HLS IA | 98 | --- | |
| Hartford Municipal Real Return A | 97 | --- | |
| American Funds Bond HLS IB | 95 | --- | |
| Hartford Capital Appreciation A | 94 | 12-24-12 | |
| Hartford Global Growth A | 88 | 07-29-09 | |
Lowest Expenses
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05-20-13
| Fund Name | Expense Ratio | Analyst Report | |
|---|---|---|---|
| The Hartford Target Retirement 2035 R5 | 0.11 | --- | |
| The Hartford Target Retirement 2030 A | 0.32 | --- | |
| Hartford Index HLS IA | 0.33 | --- | |
| The Hartford Target Retirement 2010 A | 0.34 | --- | |
| The Hartford Target Retirement 2020 A | 0.35 | --- | |
Highest Expenses
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05-20-13
| Fund Name | Expense Ratio | Analyst Report | |
|---|---|---|---|
| Hartford Value Opportunities B | 2.10 | --- | |
| Hartford Growth Opportunities B | 1.96 | 05-03-12 | |
| Hartford Emerging Markets Research A | 1.58 | --- | |
| Hartford Intl Small Company A | 1.55 | --- | |
| Hartford Intl Growth A | 1.50 | --- | |
Longest Manager Tenure
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05-20-13
| Fund Name | Manager Name | Average Manager Tenure | |
|---|---|---|---|
| Hartford Disciplined Equity HLS IA | Mammen Chally | 15 | |
| Hartford Healthcare HLS IA | Robert L. Deresiewicz | 13 | |
| Hartford Growth A | Andrew J. Shilling | 12 | |
| Hartford Mid Cap Value A | James N. Mordy | 12 | |
| Hartford MidCap Value HLS IA | James N. Mordy | 12 | |
Shortest Manager Tenure
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05-20-13
| Fund Name | Manager Name | Average Manager Tenure | ||
|---|---|---|---|---|
| Hartford Global Alpha A | Robert L. Evans | 0 | ||
| Hartford Quality Bond A | Michael F. Garrett | 1 | ||
| Hartford Balanced Allocation A | Wendy M. Cromwell | 1 | ||
| Hartford Conservative Allocation A | Wendy M. Cromwell | 1 | ||
| Hartford Growth Allocation A | Wendy M. Cromwell | 1 | ||
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