Hartford Conservative Allocation C
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: | 52.35M | | Year-to-Date Return: | -5.90% | | Yield: | 3.37% | | 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):
| 0.05 | | Last Cap Gain
(14-Nov-07):
| 0.40 | | Annual Holdings Turnover
| 40.00% | | Average for Category:
| 60.08% |
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| Expense | HCVCX | Category
Avg | | Total Expense Ratio: | 1.28%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.94% | | Max Deferred Sales Load: | 1.00%
| 2.78% | | 3 Yr Expense Projection*: |
$661 | $717 | | 5 Yr Expense Projection*: |
$1,134 | $1,107 | | 10 Yr Expense Projection*: |
$2,441 | $2,144 |
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