Hartford Mutual Funds Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return23.537.030.577.4612.80
    Category Average20.616.47-1.567.6112.27
    Assets for Each Yr*95.7798.0496.0499.20113.12
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 12.80 7.74 10.52

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $113,121 mil $0 35.25 64.75
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 52.69 1.10 Average
    International Stock 4.0 12.48 1.27 Average
    Municipal Bond 3.3 1.01 0.80 Average
    Taxable Bond 3.2 15.33 0.98 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 26.78 0.82
    Bristol-Myers Squibb Company* Healthcare 11.67 0.80
    JPMorgan Chase & Co* Financial Services 15.92 0.80
    PNC Financial Services Group Inc* Financial Services 17.42 0.66
    Facebook Inc A* Technology 53.00 0.63
    Alphabet Inc C* Technology 28.63 0.54
    Bank of America Corporation* Financial Services 21.04 0.52
    Merck & Co Inc* Healthcare 10.28 0.52
    Citigroup Inc* Financial Services 24.11 0.48
    Wells Fargo & Co* Financial Services -1.00 0.48
    Johnson & Johnson* Healthcare 24.26 0.46
    Chevron Corp* Energy 3.14 0.45
    Apple Inc* Technology 39.52 0.44
    UnitedHealth Group Inc* Healthcare 29.56 0.43
    Intel Corp* Technology 13.19 0.41
    Philip Morris International Inc* Consumer Defensive 26.42 0.40
    Cisco Systems Inc* Technology 14.76 0.39
    Global Payments Inc* Industrials 39.61 0.38
    NextEra Energy Inc* Utilities 30.16 0.37
    Medtronic PLC* Healthcare 12.23 0.36

    Best 5-Year Relative Performance | More
    10-18-17

    Worst 5-Year Relative Performance | More
    10-18-17

    Lowest Expenses | More
    10-18-17

    Highest Expenses | More
    10-18-17

    Longest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 17.50
    Hartford Healthcare Ann C. Gallo 15.90
    Hartford Schroders U Jenny B. Jones 14.80
    Hartford Value Oppor James N. Mordy 13.10
    Hartford Capital App Saul J. Pannell 12.70

    Shortest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Global Impa R Patrick Kent 0.60
    Hartford Schroders G Robert "Bob" Jolly 1.50
    Hartford Environment Alan Hsu 1.60
    Hartford Conservativ Vernon J. Meyer 1.90
    Hartford Moderate Al Vernon J. Meyer 1.90