Hartford Mutual Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return23.537.030.577.454.68
    Category Average20.626.49-1.577.624.45
    Assets for Each Yr*96.9398.8896.5699.45103.90
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 4.68 5.94 9.53

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $103,898 mil $0 38.12 61.88
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 54.13 1.16 Average
    International Stock 4.2 10.38 1.31 Average
    Municipal Bond 3.5 1.02 0.86 Average
    Taxable Bond 3.1 15.88 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-24-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 1.72 0.89
    Microsoft Corp* Technology 5.20 0.83
    Bristol-Myers Squibb Company* Healthcare -3.70 0.78
    Wells Fargo & Co* Financial Services 2.00 0.75
    PNC Financial Services Group Inc* Financial Services 2.56 0.67
    Merck & Co Inc* Healthcare 8.12 0.66
    Bank of America Corporation* Financial Services 4.95 0.59
    Apple Inc* Technology 21.92 0.57
    Intel Corp* Technology -2.34 0.48
    Chevron Corp* Energy -7.33 0.48
    Cisco Systems Inc* Technology 13.63 0.44
    Johnson & Johnson* Healthcare 9.61 0.40
    Medtronic PLC* Healthcare 14.32 0.40
    Verizon Communications Inc* Communication Services -5.85 0.39
    Facebook Inc A* Technology 21.98 0.37
    Alphabet Inc C* Technology 5.52 0.37
    Comcast Corp Class A* Communication Services 8.27 0.36
    UnitedHealth Group Inc* Healthcare 3.49 0.36
    Exxon Mobil Corp* Energy -9.17 0.34
    Philip Morris International Inc* Consumer Defensive 23.32 0.33

    Best 5-Year Relative Performance | More
    03-24-17

    Worst 5-Year Relative Performance | More
    03-24-17

    Lowest Expenses | More
    03-24-17

    Highest Expenses | More
    03-24-17

    Longest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Disciplined Mammen Chally 18.80
    Hartford Healthcare Robert L. Deresiewic 16.90
    Hartford MidCap Valu James N. Mordy 15.90
    Hartford Healthcare Ann C. Gallo 15.70
    Hartford Schroders U Jenny B. Jones 14.20

    Shortest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Schroders G Robert "Bob" Jolly 1.00
    Hartford Environment Alan Hsu 1.10
    Hartford Conservativ Vernon J. Meyer 1.30
    Hartford Moderate Al Vernon J. Meyer 1.30
    Hartford Balanced Y Karen H. Grimes 1.80