Hartford Dividend & Growth HLS IB
P O Box 2999 Hartford CT 06104-2999
Map
Phone: 800-862-6668
| Category: | Large Value | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 1.16B | | Year-to-Date Return: | -9.32% | | Yield: | 1.63% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-98 |
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Edward P. Bousa
Lead Manager since
01-Jul-01 | | | Mr. Bousa is vice president and portfolio manager with Wellington Management, his employer since 2000. Prior to joining Wellington, he was a vice president and senior portfolio manager with Putnam Investments from 1992-2000. Previously, Mr. Bousa was employed by Fidelity Management Trust Company from 1984 to 1992 and Louis Dreyfus Corporation from 1980-1982. Bousa is a Chartered Financial Analyst. |
| 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 a high level of current income consistent with growth of capital. The fund normally invests at least 65% of total assets in dividend-paying equity securities. It may invest up to 20% of total assets in foreign issuers and non-dollar securities. The fund tends to focus on securities of larger, well-established companies with market capitalizations similar to those of companies in the S&P 500 index. |
| Last Dividend
(23-Jun-08):
| 0.02 | | Last Cap Gain
(23-Jun-08):
| 0.41 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 59.99% |
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| Expense | HDGBX | Category
Avg | | Total Expense Ratio: | 0.91%
| 1.27% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$293 | $588 | | 5 Yr Expense Projection*: |
$509 | $902 | | 10 Yr Expense Projection*: |
$1,131 | $1,772 |
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5.11% Nasdaq 0.00%
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