45.51 Down -0.02 -0.04%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 45.53
Category Large Growth
Net Assets 66.22 Mil
Yield 0.00%
Morningstar Risk High
Morningstar Return Above Average
  • Last NAV update 8/21/2014 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 $10,000
  2010 2011 2012 2013 2014
Return 17.62% -8.99% 26.76% 35.33% 7.84%
Value ($) 11,762.28 10,705.19 13,570.25 18,364.56 19,805.00
  • Year to date performance as of 8/21/2014 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 2.09%
3 Months 7.72%
1 Year 21.97%
3 Years* 24.48%
5 Years* 17.27%
  • * Annualized returns
  • Performance as of 8/21/2014 12:00 AM ET
PEER COMPARISON
  HGOYX Large Growth
5-Yr Return 17.27% 15.74%
Sharpe Ratio 0.93 1.61
Net Assets 66.22 Mil 743.58 Mil
Avg Market Cap 24.10 Bil 69.92 Bil
Avg P/E 24.18 22.27
Portfolio Turnover 120 72
HOLDINGS
Symbol Value ($)
Stocks 95.84%
Cash 0.00%
Fixed Income 0.00%
Other 4.16%
DATA PROVIDERS

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