The Hartford Mutual Funds: The Hartford Capital Appreciation Fund
| Share Class: | A | B | C | I | R3 | R4 | R5 |
|---|---|---|---|---|---|---|---|
| Symbol: | ITHAX | IHCAX | HCACX | ITHIX | ITHRX | ITHSX | ITHTX |
Categories:
Morningstar Category: Large-Cap BlendInvestment Goal
The Fund seeks growth of capital by investing in companies of all sizes based solely on the potential for capital appreciation by employing a bottom-up approach to investing.
Portfolio Managers
Quarterly Portfolio Manager Commentary Additional Investment Resources |
Investment Approach
1. Rely On Wellington Management’s Research Analysts
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Talk to Management
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Assess the Industries
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Project Earnings
2. Invest For Maximum Capital Appreciation
Attributes of holdings may include:
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Dynamic Earnings Growth
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Stocks with the potential to outpace the Market by 25%
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Attractive Valuation
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Catalyst for Near-Term Appreciation
3. Constantly Monitor the Portfolio
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Recycle the Winners
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"WIDGO" When in doubt - get out
Disclosure
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.
+ Russell 3000 Index measures the performance of the 3,000 largest U.S. companies based on total market capitalization. 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.
Investments in foreign securities may involve different and additional risks associated with foreign currencies, investment disclosure, accounting, securities regulation, commissions, taxes, political or social instability, war, or expropriation.
Emerging markets may involve similar but greater risks than foreign investing due to smaller size and lesser liquidity.
The fund may invest in small and mid-cap companies. Small company, and to a lesser extent, mid-cap investing involves higher risks than large company investing.
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
