Hartford Mutual Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return23.537.030.577.456.36
    Category Average20.626.49-1.577.626.18
    Assets for Each Yr*96.9398.8896.5699.45106.41
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 6.36 6.56 9.63

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $106,414 mil $0 37.20 62.80
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 53.14 1.16 Average
    International Stock 4.2 11.09 1.32 Average
    Municipal Bond 3.4 1.01 0.86 Average
    Taxable Bond 3.1 16.24 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-22-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services -0.71 0.90
    Bristol-Myers Squibb Company* Healthcare -6.09 0.83
    Microsoft Corp* Technology 11.41 0.77
    Wells Fargo & Co* Financial Services -2.43 0.74
    PNC Financial Services Group Inc* Financial Services 3.07 0.64
    Bank of America Corporation* Financial Services 4.59 0.61
    Merck & Co Inc* Healthcare 9.58 0.59
    Cisco Systems Inc* Technology 6.35 0.49
    Apple Inc* Technology 33.99 0.48
    Intel Corp* Technology 0.09 0.47
    Chevron Corp* Energy -8.00 0.47
    Johnson & Johnson* Healthcare 11.15 0.42
    Philip Morris International Inc* Consumer Defensive 28.17 0.40
    Facebook Inc A* Technology 28.85 0.40
    Medtronic PLC* Healthcare 18.52 0.40
    Global Payments Inc* Industrials 32.17 0.38
    UnitedHealth Group Inc* Healthcare 9.55 0.37
    Comcast Corp Class A* Communication Services 14.84 0.36
    Pfizer Inc* Healthcare 0.86 0.36
    Verizon Communications Inc* Communication Services -12.64 0.33

    Best 5-Year Relative Performance | More
    05-22-17

    Worst 5-Year Relative Performance | More
    05-22-17

    Lowest Expenses | More
    05-22-17

    Highest Expenses | More
    05-22-17

    Longest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 17.10
    Hartford Healthcare Ann C. Gallo 15.90
    Hartford Schroders U Jenny B. Jones 14.40
    Hartford Value Oppor James N. Mordy 12.70
    Hartford Capital App Saul J. Pannell 12.30

    Shortest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Schroders G Robert "Bob" Jolly 1.10
    Hartford Environment Alan Hsu 1.20
    Hartford Conservativ Vernon J. Meyer 1.50
    Hartford Moderate Al Vernon J. Meyer 1.50
    Hartford Balanced HL Karen H. Grimes 1.80