Hartford Mutual Funds Fund Family Report
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  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return7.040.587.4817.741.88
    Category Average6.51-1.187.2317.481.66
    Assets for Each Yr*97.9996.0099.17116.63117.99
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family 1.88 7.38 9.03

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $117,990 mil $0 33.30 66.70
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 53.02 1.05 Average
    International Stock 3.9 13.54 1.19 Average
    Municipal Bond 3.4 0.94 0.66 Average
    Taxable Bond 3.4 14.61 0.93 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services -0.07 0.79
    Microsoft Corp* Technology 18.37 0.62
    PNC Financial Services Group Inc* Financial Services -2.38 0.55
    Bank of America Corporation* Financial Services -0.98 0.54
    Verizon Communications Inc* Communication Services -3.76 0.51
    Bristol-Myers Squibb Company* Healthcare -8.71 0.48
    Chevron Corp* Energy 1.72 0.48
    Medtronic PLC* Healthcare 8.07 0.47
    Intel Corp* Technology 15.03 0.42
    UnitedHealth Group Inc* Healthcare 16.13 0.41
    Alphabet Inc C* Technology 10.42 0.39
    Cisco Systems Inc* Technology 14.41 0.39
    Union Pacific Corp* Industrials 8.43 0.37
    Pfizer Inc* Healthcare 2.68 0.36
    Comcast Corp Class A* Communication Services -14.71 0.34
    NextEra Energy Inc* Utilities 6.61 0.33
    Eli Lilly and Co* Healthcare 3.06 0.32
    Global Payments Inc* Industrials 14.15 0.32
    Merck & Co Inc* Healthcare 10.95 0.32
    Alphabet Inc A* Technology 11.00 0.31

    Best 5-Year Relative Performance | More
    06-22-18

    Worst 5-Year Relative Performance | More
    06-22-18

    Lowest Expenses | More
    06-22-18

    Highest Expenses | More
    06-22-18

    Longest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 18.10
    Hartford Healthcare Ann C. Gallo 16.60
    Hartford Growth Oppo Michael T. Carmen 12.60
    Hartford Growth Oppo Michael T. Carmen 12.50
    Hartford Internation Daniel Maguire 12.40

    Shortest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Quality Val Matthew G. Baker 0.60
    Hartford Global Impa R Patrick Kent 1.30
    Hartford Inflation P Joseph F. Marvan 1.70
    Hartford Environment Alan Hsu 2.30
    Hartford Conservativ Vernon J. Meyer 2.60