Hartford Conservative Allocation A
Hartford Mutual Funds P.O. Box 64387 St. Paul, MN 55164-0387
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Phone: 888-843-7824
| Category: | Conservative Allocation | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 130.05M | | Year-to-Date Return: | -5.47% | | Yield: | 4.10% | | 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 current income and long-term capital appreciation. The fund typically invests in the Y shares of underlying funds. It typically invests approximately 60% of assets in fixed income funds and 40% in equity 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):
| 0.07 | | Last Cap Gain
(14-Nov-07):
| 0.40 | | Annual Holdings Turnover
| 40.00% | | Average for Category:
| 59.69% |
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| Expense | HCVAX | Category
Avg | | Total Expense Ratio: | 0.59%
| 0.98% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 4.96% | | Max Deferred Sales Load: | 0.00%
| 2.79% | | 3 Yr Expense Projection*: |
$951 | $706 | | 5 Yr Expense Projection*: |
$1,244 | $1,090 | | 10 Yr Expense Projection*: |
$2,074 | $2,110 |
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