-0.10
-0.30%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 33.75 |
| Category | Large Growth |
| Net Assets | 111.56 Mil |
| Yield | 0.00% |
| Morningstar Risk | High |
| Morningstar Return | Above Average |
- Last NAV update 5/24/2013 4:00 PM ET
| NA |
|---|
| The investment seeks capital appreciation. The fund invests primarily in a diversified portfolio of common stocks covering a broad range of industries, companies and market capitalizations that the sub-adviser, Wellington Management Company, LLP ("Wellington Management"), believes have superior growth potential with a focus on mid to large capitalization stocks. It may invest up to 25% of its net assets in foreign issuers and non-dollar securities. The fund may trade securities actively. Wellington Management uses fundamental analysis to identify companies with accelerating operating characteristics for purchase. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 29.29% | 17.28% | -9.10% | 26.54% | 14.88% |
| Value ($) | 12,929.00 | 15,163.13 | 13,783.29 | 17,441.38 | 20,036.66 |
- Year to date performance as of 5/22/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Hartford Mutual Funds |
| Fund Manager | Michael Carmen |
| Tenure (Years) | 12 |
| Fund Status | Open |
| Minimum Initial Purchase | 0.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 0.90% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 6.56% |
| 3 Months | 8.24% |
| 1 Year | 27.52% |
| 3 Years* | 17.22% |
| 5 Years* | 3.49% |
- * Annualized returns
- Performance as of 5/22/2013 8:00 PM ET
| HBGOX | Large Growth | |
|---|---|---|
| 5-Yr Return | 3.49% | 4.47% |
| Sharpe Ratio | 0.69 | 0.70 |
| Net Assets | 111.56 Mil | 602.47 Mil |
| Avg Market Cap | 18.68 Bil | 38.17 Bil |
| Avg P/E | 19.92 | 17.12 |
| Portfolio Turnover | 105 | 61 |
| Symbol | Value ($) |
|---|---|
| Stocks | 97.60% |
| Cash | 0.00% |
| Fixed Income | 0.00% |
| Other | 2.40% |
| NAME | % NET ASSETS |
|---|---|
| Amazon.com Inc | 2.55% |
| Apple Inc | 2.25% |
| LinkedIn Corp | 2.22% |
| Cisco Systems Inc | 2.19% |
| Hologic Inc | 2.11% |
| Lowe's Companies Inc. | 2.11% |
| Google, Inc. Class A | 2.07% |
| Priceline.com, Inc. | 1.81% |
| Akamai Technologies, Inc. | 1.80% |
| Autodesk, Inc. | 1.68% |
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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
