Hartford Dividend & Growth I
P O Box 2999 Hartford CT 06104-2999
Map
Phone: 888-843-7824
| Category: | Large Value | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 104.71M | | Year-to-Date Return: | -8.99% | | Yield: | 1.85% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Aug-06 |
|
Edward P. Bousa
Lead Manager since
31-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: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks current income consistent with capital growth. The fund invests primarily in a diversified portfolio of common stocks that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by Wellington Management. It normally invests at least 65% of assets in dividend-paying equity securities. The fund may invest up to 20% of assets in securities of foreign issuers and non-dollar securities. |
| Last Dividend
(25-Jun-08):
| 0.11 | | Last Cap Gain
(14-Nov-07):
| 1.24 | | Annual Holdings Turnover
| 24.00% | | Average for Category:
| 59.99% |
|
| Expense | HDGIX | Category
Avg | | Total Expense Ratio: | 0.77%
| 1.27% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$246 | $588 | | 5 Yr Expense Projection*: |
$428 | $902 | | 10 Yr Expense Projection*: |
$954 | $1,772 |
|
|
1.49% Nasdaq 
0.27%
Profile
