Hartford Disciplined Equity Y

The investment seeks growth of capital.
The fund normally invests at least 80% of assets in common stocks. Its portfolio is broadly diversified by industry and company. The fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index. It may invest up to 20% of its total assets in securities of foreign issuers and non-dollar securities.

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  1998-04-30
ISIN  US4166456537
Manager 1 Name  Mammen Chally
Fund Strategy  Large Blend
Benchmark  S&P 500 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-06-30
Return - 1 Month  1.73%
Return - 2 Months  4.35 %
Return - 3 Months  4.65%
Return - 6 Months  6.86 %
Return - 9 months  18.20 %
Return - 12 Months  26.72%
Annualized return 24 months  23.97 %
Annualized return 36 months  16.95 %
Annualized return 48 months  20.93 %
Annualized return 60 months  18.81 %
Return 120 months  7.93 %
Annualized return since Inception  5.99%
Return YTD  6.86%

Ratings

Morning Star Rating Date   2014-06-30
Morning Star Rating - 36 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - 60 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 - 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 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $250,000
Maximum Managment Charge  0.75 %
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  2014-07-23
Pre-tax nav  22.03
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  $0.02
Price change (percentage)  0.09 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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