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
The Fund seeks maximum long-term total return.
Portfolio Managers
Quarterly Portfolio Manager Commentary Additional Investment Resources |
Investment Approach
What happens when you add bonds to The Hartford Stock Fund investment strategy?
You get The Hartford Advisers Fund, 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 same investment approach as The Hartford Stock Fund:
• Core, Large-Cap Fund • One Stock at a Time
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 fee waivers and/or expense reimbursements that may not be renewed. For more information about the amount of fee waivers and/or expense reimbursements and their 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.
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.
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.
The Fund is subject to both credit and interest rate risk. The Fund's share price and yield will be affected by interest rate movements, with bond prices generally moving in the opposite direction from interest rates. Credit risk refers to the bond issuers ability to make timely payments of principal and interest.
The Fund may invest in mortgage-backed and asset-backed securities, which are subject interest rate risk, credit risk, extension risk, prepayment risk and the risk of default by the holders of the mortgages or other obligations underlying the securities.
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
