Hartford Mutual Funds Fund Family Report
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  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return23.537.030.577.457.99
    Category Average20.616.47-1.577.627.42
    Assets for Each Yr*96.9398.8896.5699.45108.20
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 7.99 6.46 11.15

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $108,197 mil $0 36.71 63.29
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 52.90 1.16 Average
    International Stock 4.1 11.55 1.32 Average
    Municipal Bond 2.9 1.02 0.86 Average
    Taxable Bond 3.0 16.05 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-26-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 2.24 0.88
    Bristol-Myers Squibb Company* Healthcare -1.27 0.84
    Microsoft Corp* Technology 14.76 0.76
    Wells Fargo & Co* Financial Services -2.63 0.70
    Bank of America Corporation* Financial Services 4.25 0.65
    PNC Financial Services Group Inc* Financial Services 3.86 0.63
    Merck & Co Inc* Healthcare 13.57 0.54
    Facebook Inc A* Technology 33.50 0.50
    Cisco Systems Inc* Technology 8.50 0.48
    Intel Corp* Technology -4.60 0.46
    Chevron Corp* Energy -9.69 0.46
    Apple Inc* Technology 26.94 0.45
    Johnson & Johnson* Healthcare 19.76 0.42
    Medtronic PLC* Healthcare 25.76 0.40
    Philip Morris International Inc* Consumer Defensive 32.90 0.39
    UnitedHealth Group Inc* Healthcare 16.53 0.39
    Global Payments Inc* Industrials 30.06 0.38
    Comcast Corp Class A* Communication Services 15.13 0.36
    Pfizer Inc* Healthcare 6.77 0.35
    NextEra Energy Inc* Utilities 22.38 0.34

    Worst 5-Year Relative Performance | More
    06-26-17

    Lowest Expenses | More
    06-26-17

    Highest Expenses | More
    06-26-17

    Longest Manager Tenure | More
    06-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 17.20
    Hartford Healthcare Ann C. Gallo 16.00
    Hartford Schroders U Jenny B. Jones 14.50
    Hartford Value Oppor James N. Mordy 12.80
    Hartford Capital App Saul J. Pannell 12.40

    Shortest Manager Tenure | More
    06-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Schroders G Robert "Bob" Jolly 1.20
    Hartford Environment Alan Hsu 1.30
    Hartford Conservativ Vernon J. Meyer 1.60
    Hartford Moderate Al Vernon J. Meyer 1.60
    Hartford Balanced HL Karen H. Grimes 1.90