Hartford Mutual Funds Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return23.537.030.577.455.20
    Category Average20.626.49-1.577.624.95
    Assets for Each Yr*96.9398.8896.5699.45104.98
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 5.20 6.17 9.25

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $104,981 mil $0 37.61 62.39
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 53.38 1.16 Average
    International Stock 4.3 10.84 1.31 Average
    Municipal Bond 3.4 1.01 0.86 Average
    Taxable Bond 3.1 16.29 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-21-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services -0.92 0.94
    Bristol-Myers Squibb Company* Healthcare -7.15 0.88
    Microsoft Corp* Technology 7.48 0.77
    Wells Fargo & Co* Financial Services -3.14 0.74
    PNC Financial Services Group Inc* Financial Services 1.98 0.69
    Merck & Co Inc* Healthcare 5.93 0.67
    Bank of America Corporation* Financial Services 3.10 0.64
    Cisco Systems Inc* Technology 10.42 0.49
    Chevron Corp* Energy -9.97 0.48
    Intel Corp* Technology 0.85 0.47
    Apple Inc* Technology 23.33 0.44
    Medtronic PLC* Healthcare 13.59 0.42
    Johnson & Johnson* Healthcare 6.38 0.41
    UnitedHealth Group Inc* Healthcare 7.34 0.39
    Philip Morris International Inc* Consumer Defensive 20.95 0.38
    Facebook Inc A* Technology 24.88 0.38
    Global Payments Inc* Industrials 16.51 0.37
    Costco Wholesale Corp* Consumer Defensive 6.94 0.36
    Comcast Corp Class A* Communication Services 10.98 0.35
    Pfizer Inc* Healthcare 4.56 0.35

    Best 5-Year Relative Performance | More
    04-21-17

    Worst 5-Year Relative Performance | More
    04-21-17

    Lowest Expenses | More
    04-21-17

    Highest Expenses | More
    04-21-17

    Longest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Disciplined Mammen Chally 18.90
    Hartford Healthcare Robert L. Deresiewic 17.00
    Hartford MidCap Valu James N. Mordy 16.00
    Hartford Healthcare Ann C. Gallo 15.80
    Hartford Schroders U Jenny B. Jones 14.30

    Shortest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Schroders G Robert "Bob" Jolly 1.00
    Hartford Environment Alan Hsu 1.10
    Hartford Conservativ Vernon J. Meyer 1.40
    Hartford Moderate Al Vernon J. Meyer 1.40
    Hartford Balanced Y Karen H. Grimes 1.90