Hartford Mutual Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.637.5417.77-5.6616.05
    Category Average-1.267.5017.15-5.9613.74
    Assets for Each Yr*94.3197.55114.93103.66117.37
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 16.05 9.57 6.95

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $117,370 mil $0 31.92 68.08
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 53.95 1.02 Average
    International Stock 3.8 12.62 1.16 Average
    Municipal Bond 4.5 1.20 0.62 Below Avg
    Taxable Bond 3.6 11.18 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 19.40
    Hartford Healthcare Robert L. Deresiewic 19.40
    Hartford Growth Oppo Michael T. Carmen 13.90
    Hartford Growth Oppo Michael T. Carmen 13.70
    Hartford Internation Daniel Maguire 13.60

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford AARP Balanc Christopher J. Goolg 0.20
    Hartford Multifactor Richard A. Brown 0.30
    Hartford Multifactor Richard A. Brown 0.30
    Hartford Schroders S Anthony A. Breaks 0.60
    Hartford MidCap Grow Timothy N. Manning 0.90