Hartford Capital Appreciation Y

The investment seeks growth of capital.
The fund seeks to achieve its goal by investing primarily in stocks selected on the basis of potential for capital appreciation. It normally invests at least 65% of its net assets in common stocks of medium and large companies. The fund may invest up to 35% of its net assets in securities of foreign issuers and non-dollar securities, including companies that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets.

Key stats

Management firm  Hartford Mutual Funds
Domicile  United States
Fund Administrator  Hartford Inv Financial Srvc, LLC
Global Branding Name  Hartford Investments
Fund currency  USD
Launch Date  1996-07-22
ISIN  US4166456040
Manager 1 Name  Saul Pannell
Manager 2 Name  Frank Catrickes
Fund Strategy  Large Blend
Benchmark  Russell 3000 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-08-31
Return - 1 Month  4.69%
Return - 2 Months  2.44 %
Return - 3 Months  5.08%
Return - 6 Months  6.49 %
Return - 9 months  10.67 %
Return - 12 Months  25.43%
Annualized return 24 months  29.73 %
Annualized return 36 months  21.63 %
Annualized return 48 months  17.69 %
Annualized return 60 months  14.74 %
Return 120 months  9.84 %
Annualized return since Inception  14.00%
Return YTD  7.91%

Ratings

Morning Star Rating Date   2014-08-31
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 120 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Minimum Investment  $250,000
Maximum Managment Charge  0.80 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Hartford Mutual Funds
Contact country  United States
Fund Admin Group  Hartford Mutual Funds
Web Address  www.hartfordfunds.com
Custodian  J.P. Morgan Chase Bank, N.A.
Phone  888-843-7824

Price

Last Price Date  2014-09-18
Pre-tax nav  54.95
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.32
Price change (percentage)  0.59 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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