35.01 Down -0.11 -0.31%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 35.12
Category Large Growth
Net Assets 852.51 Mil
Yield 0.00%
Morningstar Risk High
Morningstar Return Average
  • Last NAV update 5/24/2013 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 total assets in foreign issuers and non-dollar securities. The fund may trade securities actively.
CUMULATIVE PERFORMANCE OF $10,000
  2009 2010 2011 2012 2013
Return 29.40% 16.95% -9.41% 26.23% 14.37%
Value ($) 12,940.00 15,133.33 13,709.28 17,305.22 19,791.98
  • Year to date performance as of 5/23/2013 8:00 PM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Hartford Mutual Funds
Fund Manager Michael Carmen
Tenure (Years) 12
Fund Status Open
Minimum Initial Purchase 2,000.00
Minimum IRA Investment NA
Front Load 5.50
Expense Ratio 1.21%
PERFORMANCE
Symbol Value ($)
1 Month 6.45%
3 Months 7.92%
1 Year 27.31%
3 Years* 17.14%
5 Years* 3.33%
  • * Annualized returns
  • Performance as of 5/23/2013 8:00 PM ET
PEER COMPARISON
  HGOAX Large Growth
5-Yr Return 3.33% 4.47%
Sharpe Ratio 0.67 0.70
Net Assets 852.51 Mil 602.47 Mil
Avg Market Cap 18.75 Bil 38.17 Bil
Avg P/E 19.89 17.12
Portfolio Turnover 116 61
HOLDINGS
Symbol Value ($)
Stocks 96.61%
Cash 0.00%
Fixed Income 0.00%
Other 3.39%
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Financial data in US dollars | Page generated 2:54 AM ET
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