Hartford Mutual Funds Fund Family Report
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  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return0.637.5417.77-5.6615.36
    Category Average-1.257.5217.15-5.9614.04
    Assets for Each Yr*94.3397.58114.98103.69118.62
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 15.36 10.93 7.89

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $118,615 mil $0 32.19 67.81
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 54.26 1.02 Average
    International Stock 4.0 13.37 1.16 Average
    Municipal Bond 4.5 1.04 0.62 Below Avg
    Taxable Bond 3.6 10.92 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Verizon Communications Inc* Communication Services 4.21 0.71
    Pfizer Inc* Healthcare -2.96 0.44
    Cisco Systems Inc* Technology 30.65 0.40
    UnitedHealth Group Inc* Healthcare -4.59 0.39
    WEX Inc* Industrials 44.75 0.29
    Exxon Mobil Corp* Energy 14.46 0.28
    DowDuPont Inc* Basic Materials -7.91 0.23
    Walmart Inc* Consumer Defensive 9.90 0.23
    Global Payments Inc* Industrials 46.81 0.23
    Marsh & McLennan Companies Inc* Financial Services 21.05 0.22
    Baxter International Inc* Healthcare 17.12 0.21
    Teleflex Inc* Healthcare 16.91 0.20
    Ionis Pharmaceuticals Inc* Healthcare 25.38 0.18
    UGI Corp* Utilities 2.14 0.17
    Prudential Financial Inc* Financial Services 23.13 0.17
    Under Armour Inc C* Consumer Cyclical 19.73 0.17
    Carter's Inc* Consumer Cyclical 12.53 0.16
    Blackbaud Inc* Technology 28.87 0.16
    Eaton Corp PLC* Industrials 18.60 0.16
    Motorola Solutions Inc* Technology 29.49 0.16

    Worst 5-Year Relative Performance | More
    05-16-19

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 19.00
    Hartford Healthcare Robert L. Deresiewic 19.00
    Hartford Growth Oppo Michael T. Carmen 13.50
    Hartford Growth Oppo Michael T. Carmen 13.40
    Hartford Internation Daniel Maguire 13.30

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Schroders S Anthony A. Breaks 0.20
    Hartford MidCap Grow Timothy N. Manning 0.50
    Hartford Small Cap V Sean Kammann 0.50
    Hartford Schroders U Robert Kaynor 1.30
    Hartford Schroders U Robert Kaynor 1.30