The Hartford Mutual Funds: The Hartford Advisers Fund
| Share Class: | A | B | C | R3 | R4 | R5 |
|---|---|---|---|---|---|---|
| Symbol: | ITTAX | IHABX | HAFCX | ITTRX | ITTSX | ITTTX |
Categories:
Morningstar Category: Moderate AllocationInvestment Goal/Strategy
The Fund seeks maximum long-term total return by allocating assets among equity securities, debt securities, and money market instruments.
Portfolio Managers
Additional Investment Resources |
Investment Approach
The Hartford Advisers Fund is a portfolio of stocks, bonds and cash designed for the investor who wants to participate in the stock market but reduce the risk associated with an “all-equity” portfolio.
1. Invest in Stocks for Growth Potential
This portion of the Fund is managed by Steve Irons and Peter Higgins.
The Portfolio Managers build a core, large-cap stock fund one stock at a time by investing in:
• Industry leaders • Global competitors • Solid, out-of-favor companies
• Companies with sustainable growth rates
2. Invest in Bonds for Downside Protection
This portion of the Fund is managed by John Keogh and Chris Gootkind.
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Bonds don’t always move in tandem with stocks.
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Bonds tend to be less volatile than stocks.
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The income which bonds pay can offset portfolio declines caused by stock price volatility.
Actively Manage the Portfolio
The Portfolio Managers make gradual shifts among the three asset classes based upon their current view of the economy and market valuations. Below is an illustration of how this process has worked in the past:

Disclosure
† Subject to change. Percentages may be rounded.
1 5-year EPS growth - Average projected rate in earnings per share (net profit divided by number of shares outstanding) for the next 5 years.
2 P/E Ratio - The ratio of a stock's current price over its estimated future earnings, expressed as a multiple; it measures relative value.
3 For consistency, coupon strips have been excluded.
4 The average coupon and yield to maturity do not represent the performance of the Fund. These statistics do not take into account any fees and expenses associated with investments or the Fund.
5 The average credit rating of Hartford Investment Management portfolios is calculated by a third party system that assigns a higher investment grade credit rating to U.S. Government securities.
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 contractual fee waivers and expense reimbursements that may not be renewed. Contractual waivers or reimbursements remain in effect until February 28, 2011, and automatically renew for one-year terms unless terminated by the Fund’s Adviser (HIFSCO) or Transfer Agent (HASCO). For more information about the fee arrangement and expiration dates, 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.
+ 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.
‡ Barclays Capital US Gov't./Credit Index is a market value weighted performance benchmark for government and corporate fixed-rate debt issues.
The average credit rating of Hartford Investment Management portfolios is calculated by a third party system that assigns a higher investment grade credit rating to U.S. Government securities.
The average coupon and yield to maturity do not represent the performance of the Fund. These statistics do not take into account any fees and expenses associated with investments or the Fund.
Effective September 30, 2009, Class B shares of The Hartford Mutual Funds closed 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.
The Fund may invest in foreign securities, which can be riskier than investments in U.S. securities (risks may include currency risk, illiquidity risks, and risks from substantially lower trading volume on foreign markets).
The Fund is subject to credit risk (the risk that the issuing company may not be able to pay interest and principal when due), interest rate risk (the risk that your investment may go down in value when interest rates rise), and risk of loss (the risk that you could lose money on your investment).
The Fund invests in mortgage-backed and asset-backed securities, which are subject to higher interest rate and prepayment risk; the value of these investments may be reduced or become worthless if they are "subordinated" and receive interest or income payments only after other interests in the same mortgage or asset pool are satisfied.
The sub-adviser's investment strategy will influence performance significantly and the Fund could underperform its peers or lose money if that strategy does not perform as expected.
This material is authorized only when preceded or accompanied by a currently effective prospectus. The prospectus contains detailed information about the Fund, including investment objectives, risks, charges and fees which should be considered carefully. Please read it carefully before you invest or send money.
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 1009
