Hartford Mutual Funds Fund Family Report
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  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return7.040.587.4817.744.08
    Category Average6.54-1.537.6217.113.97
    Assets for Each Yr*97.9996.0099.17116.63121.11
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 4.08 10.30 11.00

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $121,113 mil $0 34.26 65.74
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 52.85 1.05 Average
    International Stock 4.0 13.68 1.19 Average
    Municipal Bond 3.4 0.95 0.66 Below Avg
    Taxable Bond 3.2 14.22 0.93 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 8.24 0.79
    Microsoft Corp* Technology 7.45 0.75
    Bristol-Myers Squibb Company* Healthcare 9.22 0.65
    Alphabet Inc C* Technology 6.21 0.61
    Facebook Inc A* Technology 0.82 0.56
    Bank of America Corporation* Financial Services 7.96 0.53
    Intel Corp* Technology 0.17 0.49
    Chevron Corp* Energy -11.99 0.47
    Medtronic PLC* Healthcare -0.04 0.45
    Citigroup Inc* Financial Services 3.91 0.44
    Apple Inc* Technology 1.46 0.42
    Merck & Co Inc* Healthcare -3.06 0.42
    Verizon Communications Inc* Communication Services -8.28 0.42
    Cisco Systems Inc* Technology 13.84 0.41
    Johnson & Johnson* Healthcare -7.02 0.41
    UnitedHealth Group Inc* Healthcare 2.12 0.39
    Wells Fargo & Co* Financial Services -0.91 0.38
    NextEra Energy Inc* Utilities -2.84 0.35
    Union Pacific Corp* Industrials -1.19 0.35
    Pfizer Inc* Healthcare -0.33 0.34

    Best 5-Year Relative Performance | More
    02-21-18

    Worst 5-Year Relative Performance | More
    02-21-18

    Lowest Expenses | More
    02-21-18

    Highest Expenses | More
    02-21-18

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 17.80
    Hartford Healthcare Ann C. Gallo 16.30
    Hartford Small Compa Steven C. Angeli 12.90
    Hartford Small Compa Steven C. Angeli 12.90
    Hartford Growth Oppo Michael T. Carmen 12.30

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Quality Val Matthew G. Baker 0.30
    Hartford Global Impa R Patrick Kent 1.00
    Hartford Schroders G Robert "Bob" Jolly 1.90
    Hartford Environment Alan Hsu 2.00
    Hartford Conservativ Vernon J. Meyer 2.20