Hartford Mutual Funds Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return23.537.030.577.4510.86
    Category Average20.616.47-1.577.6210.04
    Assets for Each Yr*96.9398.8896.5699.45111.50
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 10.86 7.32 11.00

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $111,499 mil $0 36.62 63.38
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 52.86 1.16 Average
    International Stock 4.2 12.13 1.32 Average
    Municipal Bond 2.9 1.01 0.86 Average
    Taxable Bond 3.2 15.58 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-18-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 6.87 0.83
    Microsoft Corp* Technology 18.54 0.79
    Bristol-Myers Squibb Company* Healthcare -1.45 0.76
    Wells Fargo & Co* Financial Services -4.14 0.69
    PNC Financial Services Group Inc* Financial Services 10.26 0.64
    Bank of America Corporation* Financial Services 7.56 0.57
    Facebook Inc A* Technology 45.51 0.56
    Merck & Co Inc* Healthcare 6.05 0.53
    Johnson & Johnson* Healthcare 16.54 0.47
    Chevron Corp* Energy -6.78 0.44
    Citigroup Inc* Financial Services 13.11 0.42
    Intel Corp* Technology -1.25 0.42
    UnitedHealth Group Inc* Healthcare 20.09 0.41
    Medtronic PLC* Healthcare 18.35 0.41
    Apple Inc* Technology 37.57 0.40
    Philip Morris International Inc* Consumer Defensive 28.33 0.40
    Cisco Systems Inc* Technology 3.28 0.39
    Global Payments Inc* Industrials 35.11 0.37
    Comcast Corp Class A* Communication Services 18.28 0.34
    Pfizer Inc* Healthcare 3.54 0.34

    Worst 5-Year Relative Performance | More
    08-18-17

    Lowest Expenses | More
    08-18-17

    Highest Expenses | More
    08-18-17

    Longest Manager Tenure | More
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 17.30
    Hartford Healthcare Ann C. Gallo 15.70
    Hartford Schroders U Jenny B. Jones 14.60
    Hartford Value Oppor James N. Mordy 12.90
    Hartford Capital App Saul J. Pannell 12.60

    Shortest Manager Tenure | More
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Global Impa R Patrick Kent 0.50
    Hartford Schroders G Robert "Bob" Jolly 1.40
    Hartford Environment Alan Hsu 1.50
    Hartford Conservativ Vernon J. Meyer 1.70
    Hartford Moderate Al Vernon J. Meyer 1.70