Hartford Balanced Allocation R3
Hartford Mutual Funds P.O. Box 64387 St. Paul, MN 55164-0387
Map
Phone: 888-843-7824
| Category: | Moderate Allocation | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 1.11M | | Year-to-Date Return: | -8.54% | | Yield: | 3.98% | | Morningstar Rating: | N/A | | Fund Inception Date: | 21-Dec-06 |
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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: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation and income. The fund typically invests in the Y shares of underlying funds. It typically invests approximately 60% of assets in equity funds and 40% in fixed income funds. The fund may invest in international equity funds. It may also invest in fixed income funds with various credit ratings. |
| Last Dividend
(26-Jun-08):
| 0.04 | | Last Cap Gain
(14-Nov-07):
| 0.58 | | Annual Holdings Turnover
| 34.00% | | Average for Category:
| 71.15% |
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| Expense | HBARX | Category
Avg | | Total Expense Ratio: | 0.93%
| 1.09% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$545 | $626 | | 5 Yr Expense Projection*: |
$939 | $953 | | 10 Yr Expense Projection*: |
$2,041 | $1,864 |
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