Hartford Equity Income B
P O Box 2999 Hartford CT 06104-2999
Map
Phone: 888-843-7824
| Category: | Large Value | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 40.55M | | Year-to-Date Return: | -12.93% | | Yield: | 1.51% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Aug-03 |
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Karen H. Grimes
Lead Manager since
31-Oct-07 | | | Grimes is a portfolio manager and vice president of Wellington Management. She joined Wellington Management in 1995 and has been an investment professional since 1983. Grimes 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 a high level of current income consistent with growth of capital. The fund typically invests at least 80% of assets in equity securities with market capitalizations above $2 billion. It may also invest up to 20% of total assets in securities of foreign issuers and non-dollar denominated securities. |
| Last Dividend
(25-Jun-08):
| 0.05 | | Last Cap Gain
(14-Nov-07):
| 0.40 | | Annual Holdings Turnover
| 20.00% | | Average for Category:
| 59.97% |
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| Expense | HQIBX | Category
Avg | | Total Expense Ratio: | 1.97%
| 1.28% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.67% | | 3 Yr Expense Projection*: |
$940 | $592 | | 5 Yr Expense Projection*: |
$1,298 | $906 | | 10 Yr Expense Projection*: |
$2,148 | $1,779 |
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0.29% Nasdaq 
0.14%
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