The Hartford Stock Fund
| Share Class: | A | B | C | I | R3 | R4 | R5 |
|---|---|---|---|---|---|---|---|
| Symbol: | IHSTX | ITSBX | HSFCX | HASIX | HASRX | HASSX | HASTX |
Categories:
Morningstar Category: Large-Cap BlendInvestment Goal
The Fund seeks long-term growth of capital.
Portfolio Managers
Additional Investment Resources |
Investment Approach
The Portfolio Managers use bottom-up security selection based on proprietary fundamental research and valuation analysis to deliver a diversified large-cap core portfolio with upside potential.
Core, Large-cap Fund
The Fund’s Portfolio Managers look for the following characteristics when constructing the portfolio:
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Leaders within an industry
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A strong balance sheet
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Solid management teams
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Global competitors
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Solid, out of favor companies
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Companies with sustainable growth rates
One Stock at a Time
The Fund leverages Wellington Management’s deep and broad research capabilities to build a large-cap portfolio from the bottom-up.
Disclosure
Effective July 31, 2009, The Hartford Stock Fund closed to all investors. The Fund will be merged into The Hartford Dividend and Growth Fund on or about October 2, 2009.
1 Beta - A measure of the risk that indicates the price sensitivity of a security or a portfolio relative to a specified market index.
2 5-year EPS growth - Average historical rate in earnings per share (net profit divided by number of shares outstanding) for the past 5 years.
3 P/E Ratio - The ratio of a stock's current price over its estimated future earnings, expressed as a multiple; it measures relative value.
1 Net operating expenses are the expenses you are currently paying to own the Fund. If the net operating expenses shown are lower than the gross operating expenses, then the net operating expenses reflect voluntary fee waivers and/or expense reimbursements from the investment advisor that may be discontinued at any time. For more information on fee waivers and/or expense reimbursements, please see the expense table in the prospectus.
2 Gross operating expenses shown are before management fee waivers or expense caps. Performance information may reflect historical or current expense waivers or reimbursements, without which, performance would have been lower. For more information on fee waivers and/or expense reimbursements, please see the expense table in the prospectus.
† Holdings are subject to change. Percentages may be rounded.
+ S&P 500 Index is a market capitalization weighted price index composed of 500 widely held U.S. common stocks. Frequently used as a measure of U.S. stock market performance. The index is unmanaged and not available for direct investment.
You should carefully consider investment objectives, risks, and charges and expenses of The Hartford Mutual Funds before investing. This and other information can be found in the Fund's prospectus, which can be obtained from your investment representative or by calling 888-843-7824. Please read it carefully before you invest or send money.
Effective September 30, 2009, Class B shares of The Hartford Mutual Funds will close to new investors, and no new or additional investments, including investments through a systematic investment plan, will be allowed in Class B shares, except for permitted exchanges. For additional information about your privileges with respect to Class B shares, please refer to your prospectus and its supplements.
A portion of the fund may be invested in foreign securities, and subject to the associated risks. Please see a prospectus for the current percentage.
Wellington Management Company, LLP is an independent and unaffiliated sub-adviser to The Hartford.
The Hartford Mutual Funds are underwritten and distributed by Hartford Investment Financial Services, LLC.
"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries.
MUT8394 0909
