31.96 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 31.96
Category Small Growth
Net Assets 441.31 Mil
Yield 0.33%
Morningstar Risk Average
Morningstar Return Above Average
  • Last NAV update 4/23/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term capital appreciation. The fund seeks its goal by investing primarily in common stocks of small capitalization companies that the fund's sub-adviser, Wellington Management Company, LLP ("Wellington Management"), believes have superior growth potential. It invests at least 80% of its assets in common stocks of small capitalization companies. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 36.56% 1.42% 17.40% 44.87% -1.96%
Value ($) 13,655.66 13,849.87 16,259.16 23,554.64 23,092.22
  • Year to date performance as of 4/23/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Hartford Mutual Funds
Fund Manager Mammen Chally
Tenure (Years) 5
Fund Status Open
Minimum Initial Purchase 0.00
Minimum IRA Investment NA
Front Load 0.00
Expense Ratio 0.67%
PERFORMANCE
Symbol Value ($)
1 Month -4.14%
3 Months -2.62%
1 Year 27.32%
3 Years* 14.40%
5 Years* 26.29%
  • * Annualized returns
  • Performance as of 4/23/2014 12:00 AM ET
PEER COMPARISON
  HISCX Small Growth
5-Yr Return 26.29% 21.67%
Sharpe Ratio 0.92 2.01
Net Assets 441.31 Mil 283.20 Mil
Avg Market Cap 1.68 Bil 2.78 Bil
Avg P/E 18.47 28.03
Portfolio Turnover 81 80
HOLDINGS
Symbol Value ($)
Stocks 99.20%
Cash 0.00%
Fixed Income 0.00%
Other 0.80%
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 5:41 AM ET
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