45.83 Up +0.33 +0.73%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 45.50
Category Large Growth
Net Assets 66.20 Mil
Yield 0.00%
Morningstar Risk High
Morningstar Return Above Average
  • Last NAV update 9/16/2014 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 total assets in foreign issuers and non-dollar securities. The fund may trade securities actively.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 17.62% -8.99% 26.76% 35.33% 8.60%
Value ($) 11,762.28 10,705.19 13,570.25 18,364.56 19,944.26
  • Year to date performance as of 9/16/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Hartford Mutual Funds
Fund Manager Michael Carmen
Tenure (Years) 13
Fund Status Open
Minimum Initial Purchase 250,000.00
Minimum IRA Investment NA
Front Load 0.00
Expense Ratio 0.75%
PERFORMANCE
Symbol Value ($)
1 Month 2.34%
3 Months 3.78%
1 Year 17.19%
3 Years* 20.95%
5 Years* 16.11%
  • * Annualized returns
  • Performance as of 9/16/2014 12:00 AM ET
PEER COMPARISON
  HGOYX Large Growth
5-Yr Return 16.11% 14.85%
Sharpe Ratio 1.29 2.21
Net Assets 66.20 Mil 743.58 Mil
Avg Market Cap 24.27 Bil 72.96 Bil
Avg P/E 24.15 23.08
Portfolio Turnover 120 71
HOLDINGS
Symbol Value ($)
Stocks 94.11%
Cash 0.00%
Fixed Income 0.00%
Other 5.89%
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.

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