Hartford Capital Appreciation I
P O Box 2999 Hartford CT 06104-2999
Map
Phone: 888-843-7824
| Category: | Large Blend | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 385.59M | | Year-to-Date Return: | -14.07% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Aug-06 |
|
Saul J. Pannell
Lead Manager since
22-Jul-96 | | | Mr. Pannell (BA Harvard, MBA Harvard Business School) has been with Wellington Management for 16 years and has 26 years overall experience. |
| 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 growth of capital. The fund normally invests at least 65% of total assets in common stocks of small, medium and large companies with market capitalization less than $ 2 billion. It may invest up to 35% of total assets in securities of foreign issuers and non-dollar securities, including emerging market securities. |
| Last Dividend
(20-Dec-06):
| 0.40 | | Last Cap Gain
(14-Nov-07):
| 3.73 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 71.30% |
|
| Expense | ITHIX | Category
Avg | | Total Expense Ratio: | 0.79%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$252 | $577 | | 5 Yr Expense Projection*: |
$439 | $877 | | 10 Yr Expense Projection*: |
$978 | $1,739 |
|
|
1.49% Nasdaq 
0.27%
Profile
