Hartford Capital Appreciation II R5 Hartford Mutual Funds P.O. Box 64387 St. Paul, MN 55164-0387 Map
Phone: 888-843-7824
| Category: | Large Growth | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 210.00K | | Year-to-Date Return: | -15.10% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 21-Dec-06 |
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Michael T. Carmen
Lead Manager since
29-Apr-05 | | | Carmen has been a vice president with Wellington Management since 1999. Prior, he was an equity portfolio manager with Kobrick Funds from 1997 through 1999. He was a vice president with State Street Research 1996 until 1997, after a seven-month tenure with Mongomery Asset Management. Originally, he joined State Street in 1992 as an analyst. Carmen holds the Chartered Financial Analyst and a Charted Public Accountant 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 growth of capital. The fund normally invests at least 65% of assets in common stocks of small, medium and large companies. It may invest up to 35% of assets in equity securities of foreign issuers and non-dollar securities, including emerging market securities. |
| Last Dividend
| N/A | | Last Cap Gain
(14-Nov-07):
| 1.17 | | Annual Holdings Turnover
| 102.00% | | Average for Category:
| 98.32% |
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| Expense | HCTTX | Category Avg | | Total Expense Ratio: | 1.22%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$474 | $622 | | 5 Yr Expense Projection*: |
$818 | $957 | | 10 Yr Expense Projection*: |
$1,791 | $1,889 |
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