Hartford Mutual Funds Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return23.557.040.587.4816.69
    Category Average20.626.47-1.557.6115.97
    Assets for Each Yr*95.7497.9996.0099.17116.27
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 16.69 7.77 11.13

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $116,273 mil $0 34.92 65.08
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 52.91 1.10 Average
    International Stock 3.9 12.83 1.27 Average
    Municipal Bond 3.2 0.98 0.80 Average
    Taxable Bond 3.3 14.83 0.98 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 37.99 0.82
    Bristol-Myers Squibb Company* Healthcare 9.48 0.80
    JPMorgan Chase & Co* Financial Services 25.12 0.80
    PNC Financial Services Group Inc* Financial Services 25.17 0.66
    Facebook Inc A* Technology 55.58 0.63
    Alphabet Inc C* Technology 34.36 0.54
    Bank of America Corporation* Financial Services 33.21 0.52
    Merck & Co Inc* Healthcare -3.21 0.52
    Citigroup Inc* Financial Services 29.01 0.48
    Wells Fargo & Co* Financial Services 10.42 0.48
    Johnson & Johnson* Healthcare 24.91 0.46
    Chevron Corp* Energy 5.56 0.45
    Apple Inc* Technology 48.36 0.44
    UnitedHealth Group Inc* Healthcare 41.71 0.43
    Intel Corp* Technology 22.49 0.41
    Philip Morris International Inc* Consumer Defensive 19.95 0.40
    Cisco Systems Inc* Technology 28.19 0.39
    Global Payments Inc* Industrials 43.21 0.38
    NextEra Energy Inc* Utilities 36.41 0.37
    Medtronic PLC* Healthcare 15.71 0.36

    Best 5-Year Relative Performance | More
    12-08-17

    Worst 5-Year Relative Performance | More
    12-08-17

    Lowest Expenses | More
    12-08-17

    Highest Expenses | More
    12-08-17

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Healthcare Robert L. Deresiewic 17.60
    Hartford Healthcare Ann C. Gallo 16.10
    Hartford Schroders U Jenny B. Jones 14.90
    Hartford Capital App Saul J. Pannell 12.90
    Hartford Small Compa Steven C. Angeli 12.70

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Hartford Quality Val Matthew G. Baker 0.10
    Hartford Global Impa R Patrick Kent 0.80
    Hartford Schroders G Robert "Bob" Jolly 1.70
    Hartford Environment Alan Hsu 1.80
    Hartford Conservativ Vernon J. Meyer 2.00