Hartford Investor

[+] Feedback

Change Base Text Size

The Hartford Mutual Funds: The Hartford Fundamental Growth Fund

Sub-advised by Wellington Management Company, LLP

Categories:

Morningstar Category: Large-Cap Growth

Investment Goal/Strategy

The Fund seeks long-term capital appreciation by investing primarily in stocks of a diversified portfolio of large-capitalization companies.

Portfolio Manager

Image: Francis J.  Boggan, CFAFrancis J. Boggan, CFA
Senior Vice President & Partner
Wellington Management Company, LLP
29 Years of Professional Experience
BA, State University of New York at Buffalo
MBA, University of Southern California

Quarterly Portfolio Manager Commentary

Additional Investment Resources
Portfolio Manager is supported by the full resources of the firm.

Investment Approach

image



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 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.

Subject to change. Percentages may be rounded.

+ Russell 1000 Growth Index is an index that measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values. The index is unmanaged and not available for direct investment.

In March 2007, changes were made to the Fund, including to its name, portfolio management team, investment strategy, and from a diversified to a non-diversified company. Therefore, performance and ratings shown for periods prior to this are not indicative of the performance and ratings that the Fund, as currently managed, would have generated.

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 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.

The Fund invests in growth stocks, which may be more volatile because they are more sensitive to investors' perceptions about the issuing company's growth potential.

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.

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