Hartford Mutual Funds Fund Family Report
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  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return7.100.617.4917.764.27
    Category Average6.52-1.177.2517.453.86
    Assets for Each Yr*97.3095.6398.78116.21120.22
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 4.27 8.36 9.04

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $120,217 mil $0 33.14 66.86
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 53.39 1.05 Average
    International Stock 3.9 13.62 1.20 Average
    Municipal Bond 3.8 0.90 0.66 Average
    Taxable Bond 3.4 14.37 0.90 Average
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 8.89 0.74
    Microsoft Corp* Technology 27.24 0.67
    Verizon Communications Inc* Communication Services 6.86 0.53
    PNC Financial Services Group Inc* Financial Services 1.88 0.50
    Chevron Corp* Energy -3.22 0.49
    Bank of America Corporation* Financial Services 4.95 0.48
    Bristol-Myers Squibb Company* Healthcare 1.32 0.48
    Pfizer Inc* Healthcare 19.02 0.37
    Cisco Systems Inc* Technology 22.25 0.36
    Merck & Co Inc* Healthcare 24.44 0.35
    Alphabet Inc A* Technology 15.42 0.33
    NextEra Energy Inc* Utilities 13.57 0.33
    CoStar Group Inc* RealEstate 44.95 0.32
    Nike Inc B* Consumer Cyclical 28.14 0.29
    VeriSign Inc* Technology 31.73 0.28
    Philip Morris International Inc* Consumer Defensive -17.41 0.28
    Guidewire Software Inc* Technology 28.27 0.28
    Packaging Corp of America* Consumer Cyclical -6.24 0.27
    WPX Energy Inc Class A* Energy 25.30 0.25
    Global Payments Inc* Industrials 18.41 0.25

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

    Lowest Expenses | More
    08-17-18

    Highest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 18.30
    Hartford Healthcare Ann C. Gallo 16.70
    Hartford Growth Oppo Michael T. Carmen 12.80
    Hartford Growth Oppo Michael T. Carmen 12.70
    Hartford Internation Daniel Maguire 12.50

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Quality Val Matthew G. Baker 0.80
    Hartford Global Impa R Patrick Kent 1.50
    Hartford Balanced Y Michael E. Stack 1.70
    Hartford Inflation P Joseph F. Marvan 1.90
    Hartford Environment Alan Hsu 2.50