36.01 Down -0.47 -1.29%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 36.48
Category Large Growth
Net Assets 166.25 Mil
Yield 0.01%
Morningstar Risk High
Morningstar Return Above Average
  • Last NAV update 9/22/2014 4:00 PM ET
INVESTMENT OBJECTIVE
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.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 17.28% -9.10% 26.54% 35.42% 8.06%
Value ($) 11,727.50 10,660.36 13,489.70 18,267.99 19,740.25
  • Year to date performance as of 9/22/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Hartford Mutual Funds
Fund Manager Michael Carmen
Tenure (Years) 13
Fund Status Open
Minimum Initial Purchase 0.00
Minimum IRA Investment NA
Front Load 0.00
Expense Ratio 0.90%
PERFORMANCE
Symbol Value ($)
1 Month 0.18%
3 Months 2.08%
1 Year 15.54%
3 Years* 24.02%
5 Years* 15.85%
  • * Annualized returns
  • Performance as of 9/22/2014 12:00 AM ET
PEER COMPARISON
  HBGOX Large Growth
5-Yr Return 15.85% 14.47%
Sharpe Ratio 1.27 2.21
Net Assets 166.25 Mil 743.58 Mil
Avg Market Cap 24.13 Bil 72.96 Bil
Avg P/E 24.19 23.08
Portfolio Turnover 119 71
HOLDINGS
Symbol Value ($)
Stocks 95.08%
Cash 0.00%
Fixed Income 0.00%
Other 4.92%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 12:25 PM ET
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