Hartford Mutual Funds Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return7.040.587.4817.740.22
    Category Average6.54-1.537.6217.11-0.15
    Assets for Each Yr*97.9996.0099.17116.63116.43
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.22 7.46 9.43

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $116,427 mil $0 33.79 66.21
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 52.37 1.05 Average
    International Stock 3.9 13.75 1.19 Average
    Municipal Bond 3.6 0.96 0.66 Average
    Taxable Bond 3.2 14.68 0.93 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 5.28 0.84
    Microsoft Corp* Technology 11.55 0.73
    Bank of America Corporation* Financial Services 2.91 0.67
    Bristol-Myers Squibb Company* Healthcare -15.19 0.64
    PNC Financial Services Group Inc* Financial Services 0.92 0.63
    Alphabet Inc C* Technology 2.54 0.53
    Facebook Inc A* Technology -5.77 0.48
    Cisco Systems Inc* Technology 16.74 0.47
    Medtronic PLC* Healthcare -0.48 0.46
    Verizon Communications Inc* Communication Services -7.27 0.46
    Intel Corp* Technology 12.28 0.42
    UnitedHealth Group Inc* Healthcare 6.96 0.41
    Chevron Corp* Energy -1.41 0.41
    Apple Inc* Technology -1.70 0.40
    Global Payments Inc* Industrials 11.02 0.35
    ServiceNow Inc* Technology 29.53 0.35
    Alphabet Inc A* Technology 2.27 0.35
    Pfizer Inc* Healthcare 2.07 0.35
    Union Pacific Corp* Industrials 1.71 0.35
    Philip Morris International Inc* Consumer Defensive -19.22 0.34

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 18.00
    Hartford Healthcare Ann C. Gallo 16.40
    Hartford Small Compa Steven C. Angeli 13.00
    Hartford Growth Oppo Michael T. Carmen 12.40
    Hartford Growth Oppo Michael T. Carmen 12.30

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Quality Val Matthew G. Baker 0.50
    Hartford Global Impa R Patrick Kent 1.10
    Hartford Inflation P Joseph F. Marvan 1.50
    Hartford Environment Alan Hsu 2.10
    Hartford Schroders G Robert "Bob" Jolly 2.30