Hartford Equity Growth Allocation A Hartford Mutual Funds P.O. Box 64387 St. Paul, MN 55164-0387 Map
Phone: 888-843-7824
| Category: | Large Blend | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 160.07M | | Year-to-Date Return: | -13.08% | | Yield: | 4.43% | | Morningstar Rating: |  | | Fund Inception Date: | 28-May-04 |
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Hugh T. M. Whelan
Lead Manager since
01-Mar-06 | | | Whelan is executive vice president of Hartford Investment Management. He has been with Hartford Investmentan as investment professional since 1990. Whelan holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund typically invests in a combination of domestic and international equity funds by investing in a combination of other Hartford Mutual funds-- the Underlying funds. It normally invests all of assets in equity funds. |
| Last Dividend
(21-Dec-07):
| 0.55 | | Last Cap Gain
(14-Nov-07):
| 0.90 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 71.12% |
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| Expense | HAAAX | Category Avg | | Total Expense Ratio: | 0.69%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$966 | $576 | | 5 Yr Expense Projection*: |
$1,269 | $875 | | 10 Yr Expense Projection*: |
$2,127 | $1,735 |
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