Hartford Mutual Funds Fund Family Report
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  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return0.637.5417.77-5.6616.63
    Category Average-1.257.5217.15-5.9614.86
    Assets for Each Yr*94.3397.58114.98103.69119.10
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 16.63 10.94 7.27

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $119,095 mil $0 32.02 67.98
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 53.97 1.02 Average
    International Stock 3.9 13.28 1.16 Average
    Municipal Bond 4.5 1.10 0.62 Below Avg
    Taxable Bond 3.6 11.06 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-12-19

      Sector YTD Return % % Net Assets  
    Bank of America Corporation* Financial Services 20.74 0.69
    Amazon.com Inc* Consumer Cyclical 33.89 0.59
    Medtronic PLC* Healthcare 10.26 0.58
    Pfizer Inc* Healthcare -1.21 0.56
    PNC Financial Services Group Inc* Financial Services 23.25 0.45
    Cisco Systems Inc* Technology 36.12 0.39
    Lockheed Martin Corp* Industrials 42.78 0.38
    CoStar Group Inc* RealEstate 74.05 0.34
    PepsiCo Inc* Consumer Defensive 22.34 0.34
    Coca-Cola Co* Consumer Defensive 11.76 0.32
    NextEra Energy Inc* Utilities 21.52 0.32
    Johnson & Johnson* Healthcare 5.50 0.31
    VeriSign Inc* Technology 48.12 0.31
    WEX Inc* Industrials 56.41 0.30
    Eli Lilly and Co* Healthcare -5.31 0.27
    Crown Castle International Corp* RealEstate 24.06 0.26
    Global Payments Inc* Industrials 59.26 0.26
    Walmart Inc* Consumer Defensive 24.17 0.26
    Bristol-Myers Squibb Company* Healthcare -12.47 0.25
    Thermo Fisher Scientific Inc* Healthcare 30.18 0.25

    Worst 5-Year Relative Performance | More
    07-12-19

    Lowest Expenses | More
    07-12-19

    Highest Expenses | More
    07-12-19

    Longest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 19.20
    Hartford Healthcare Robert L. Deresiewic 19.20
    Hartford Growth Oppo Michael T. Carmen 13.70
    Hartford Growth Oppo Michael T. Carmen 13.60
    Hartford Internation Daniel Maguire 13.40

    Shortest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford AARP Balanc Christopher J. Goolg 0.00
    Hartford Multifactor Richard A. Brown 0.10
    Hartford Multifactor Richard A. Brown 0.10
    Hartford Schroders S Anthony A. Breaks 0.40
    Hartford MidCap Grow Timothy N. Manning 0.70