Hartford Mutual Funds Fund Family Report
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  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------5.72
    Category Average6.53-1.247.4417.225.61
    Assets for Each Yr*97.3095.6398.78116.21121.10
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 5.72 11.70 9.07

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $121,095 mil $0 32.95 67.05
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 54.17 1.05 Average
    International Stock 3.9 13.24 1.20 Average
    Municipal Bond 4.1 0.89 0.66 Average
    Taxable Bond 3.4 14.24 0.90 Average
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 3.43 0.80
    Microsoft Corp* Technology 25.30 0.72
    Alphabet Inc Class C* Technology 3.15 0.56
    PNC Financial Services Group Inc* Financial Services -7.09 0.54
    Bank of America Corporation* Financial Services -2.61 0.53
    UnitedHealth Group Inc* Healthcare 17.79 0.44
    Eli Lilly and Co* Healthcare 29.76 0.41
    Alphabet Inc A* Technology 3.55 0.36
    Intel Corp* Technology -2.23 0.35
    Johnson & Johnson* Healthcare -2.32 0.27
    WEX Inc* Industrials 25.21 0.27
    PepsiCo Inc* Consumer Defensive -10.17 0.26
    CDW Corp* Technology 16.53 0.25
    M&T Bank Corp* Financial Services -4.67 0.25
    Global Payments Inc* Industrials 12.54 0.24
    MetLife Inc* Financial Services -11.00 0.23
    Workday Inc Class A* Technology 22.62 0.23
    Exxon Mobil Corp* Energy 0.44 0.22
    Markel Corp* Financial Services -0.71 0.21
    Northern Trust Corp* Financial Services 0.66 0.20

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

    Lowest Expenses | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 18.50
    Hartford Healthcare Ann C. Gallo 16.90
    Hartford Growth Oppo Michael T. Carmen 12.90
    Hartford Growth Oppo Michael T. Carmen 12.80
    Hartford Internation Daniel Maguire 12.70

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Quality Val Matthew G. Baker 1.00
    Hartford Global Impa R Patrick Kent 1.60
    Hartford Balanced Y Michael E. Stack 1.90
    Hartford Inflation P Joseph F. Marvan 2.00
    Hartford Environment Alan Hsu 2.60