Hartford Mutual Funds Fund Family Report
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  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return7.170.637.5517.790.94
    Category Average6.59-1.237.4717.150.33
    Assets for Each Yr*95.8594.4097.64115.04113.96
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.94 7.89 7.04

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $113,955 mil $0 33.03 66.97
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 53.89 1.05 Average
    International Stock 3.7 12.72 1.20 Average
    Municipal Bond 4.4 0.92 0.66 Average
    Taxable Bond 3.4 14.82 0.90 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-12-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services -3.22 0.81
    Medtronic PLC* Healthcare 20.33 0.59
    Bank of America Corporation* Financial Services -15.11 0.48
    Pfizer Inc* Healthcare 25.68 0.47
    Cisco Systems Inc* Technology 26.29 0.38
    Guidewire Software Inc* Technology 14.91 0.28
    Lockheed Martin Corp* Industrials -6.34 0.28
    TJX Companies Inc* Consumer Cyclical 22.52 0.27
    WEX Inc* Industrials 7.47 0.27
    Dominion Energy Inc* Utilities -3.03 0.26
    Walmart Inc* Consumer Defensive -3.61 0.25
    IDEX Corp* Industrials 4.02 0.23
    TransUnion* Industrials 12.58 0.23
    Ball Corp* Consumer Cyclical 28.38 0.22
    Lennox International Inc* Industrials 3.47 0.22
    McDonald's Corp* Consumer Cyclical 8.36 0.21
    Crown Castle International Corp* RealEstate 6.86 0.20
    TripAdvisor Inc* Consumer Cyclical 81.54 0.20
    Veeva Systems Inc Class A* Technology 66.50 0.20
    Citigroup Inc* Financial Services -22.70 0.18

    Worst 5-Year Relative Performance | More
    12-12-18

    Lowest Expenses | More
    12-12-18

    Highest Expenses | More
    12-12-18

    Longest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 18.60
    Hartford Healthcare Ann C. Gallo 17.10
    Hartford Growth Oppo Michael T. Carmen 13.10
    Hartford Growth Oppo Michael T. Carmen 13.00
    Hartford Internation Daniel Maguire 12.90

    Shortest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford MidCap Grow Timothy N. Manning 0.10
    Hartford Small Cap V Sean Kammann 0.10
    Hartford Quality Val Matthew G. Baker 1.10
    Hartford Global Impa R Patrick Kent 1.80
    Hartford Balanced Y Michael E. Stack 2.00