Hartford Investor

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The Hartford Mutual Funds: The Hartford Small Company Fund

Sub-advised by Wellington Management Company, LLP and Hartford Investment Management Company

Categories:

Morningstar Category: Small-Cap Growth

Investment Goal

The Fund seeks growth of capital by investing primarily in equity securities of small capitalization companies selected on the basis of potential for capital appreciation.

Portfolio Managers

Wellington Management Company, LLP

Image: Steven C. Angeli, CFASteven C. Angeli, CFA
Senior Vice President & Partner
Wellington Management Company, LLP
17 Years of Professional Experience
BS, Boston College
MBA, Darden Graduate School of Business at the University of Virginia
Stephen Mortimer
Senior Vice President & Partner
Wellington Management Company, LLP
12 Years of Professional Experience
BA, University of Rochester
MBA, University of Rochester
Mario E. Abularach, CFA, CMT
Vice President
Wellington Management Company, LLP
13 Years of Professional Experience
BS, Yale University
MBA, Harvard Business School

Quarterly Portfolio Manager Commentary

Additional Investment Resources
Portfolio Managers are supported by the full resources of the firm.


Hartford Investment Management

Image: Hugh Whelan, CFAHugh Whelan, CFA
Managing Director
Hartford Investment Management
19 Years of Professional Experience
BS, Stanford University
MS, Stanford University
MBA, The Wharton School at the University of Pennsylvania
Kurt Cubbage, CFA
Vice President
Hartford Investment Management

13 Years of Professional Experience
BA, Wesleyan University
BS, California Institute of Technology
MS, University of Washington

Additional Investment Resources
The Portfolio Manager is supported by a dedicated Investment Team as well as the full resources of the firm.

Investment Approach

The fund employs a “multi-manager” approach where portions of the fund’s assets are allocated among different money managers who employ distinct investment styles intended to complement one another.

 

 



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 projected rate in earnings per share (net profit divided by number of shares outstanding) for the next 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 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.

Subject to change. Percentages may be rounded.

+ Russell 2000 Growth Index is an index of those Russell 2000 growth companies with higher price-to-book ratios and higher forecasted growth values. 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 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.

Small company investing involves specific risks not necessarily encountered in large company investing, such as increased volatility.

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 1009

Not insured by FDIC or Any Federal Agency; May lose value; Not a deposit of or guaranteed by any bank or any bank affiliate