Hartford Mutual Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return0.637.5517.79-5.677.27
    Category Average-1.247.4517.16-5.957.02
    Assets for Each Yr*94.4097.64115.04103.75111.18
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.27 10.60 7.10

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $111,184 mil $0 32.57 67.43
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 53.28 1.02 Average
    International Stock 3.7 13.16 1.16 Average
    Municipal Bond 4.6 1.00 0.62 Below Avg
    Taxable Bond 3.4 14.92 0.89 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    Verizon Communications Inc* Communication Services -0.32 0.77
    JPMorgan Chase & Co* Financial Services 8.56 0.76
    Medtronic PLC* Healthcare 1.51 0.62
    Bank of America Corporation* Financial Services 18.22 0.60
    PNC Financial Services Group Inc* Financial Services 7.69 0.46
    Eli Lilly and Co* Healthcare 6.10 0.43
    Comcast Corp Class A* Communication Services 10.28 0.42
    Cisco Systems Inc* Technology 15.35 0.37
    NextEra Energy Inc* Utilities 6.64 0.33
    Exxon Mobil Corp* Energy 15.93 0.31
    PepsiCo Inc* Consumer Defensive 4.93 0.31
    DowDuPont Inc* Basic Materials 2.08 0.28
    American Express Co* Financial Services 12.14 0.27
    Coca-Cola Co* Consumer Defensive -5.32 0.25
    VeriSign Inc* Technology 18.47 0.25
    Walmart Inc* Consumer Defensive 9.72 0.25
    Nike Inc B* Consumer Cyclical 14.07 0.23
    Lennox International Inc* Industrials 12.71 0.22
    MetLife Inc* Financial Services 9.99 0.22
    Ball Corp* Consumer Cyclical 17.57 0.20

    Worst 5-Year Relative Performance | More
    02-19-19

    Lowest Expenses | More
    02-19-19

    Highest Expenses | More
    02-19-19

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 18.80
    Hartford Healthcare Ann C. Gallo 17.30
    Hartford Growth Oppo Michael T. Carmen 13.30
    Hartford Growth Oppo Michael T. Carmen 13.20
    Hartford Internation Daniel Maguire 13.10

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford MidCap Grow Timothy N. Manning 0.30
    Hartford Small Cap V Sean Kammann 0.30
    Hartford Quality Val Matthew G. Baker 1.30
    Hartford MidCap Valu Gregory J. Garabedia 1.80
    Hartford Global Impa Eric M Rice 2.00