Hartford Investor

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The Hartford Mutual Funds: The Hartford Value Opportunities Fund*

Sub-advised by Wellington Management Company, LLP

Categories:

Morningstar Category: Large-Cap Value

Investment Goal

The Fund seeks capital appreciation by investing primarily in stocks believed to be undervalued and with growth potential.

Management Team

David W. Palmer, CFA
Vice President
Wellington Management Company, LLP
14 Years of Professional Experience
BA, Stanford University
MBA, The Wharton School at the University of Pennsylvania
Image: James N. MordyJames N. Mordy
Senior Vice President & Partner
Wellington Management Company, LLP
27 Years of Professional Experience
BA, Stanford University
MBA, TheWharton School at the University of Pennsylvania
David R. Fassnacht, CFA
Senior Vice President & Partner
Wellington Management Company, LLP
21 Years of Professional Experience
BS, TheWharton School at the University of Pennsylvania

Quarterly Portfolio Manager Commentary

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

Investment Approach

  • Emphasizes intensive, bottom up fundamental stock selection
  • Utilizes a disciplined, contrarian investment philosophy
  • Low P/E relative to growth rate
  • Strong management team

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Disclosure

* Prior to April 2, 2001, the Fund was managed by Fortis Advisers, Inc.

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 The gross total annual operating expense shown is 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 waivers/reimbursements, please see the prospectus.

Subject to change. Percentages may be rounded.

+ Russell 3000 Value Index measures the performance of those Russell 3000 Index companies with lower price-to-book ratios and lower 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.

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.

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.

The Fund uses a value style of investing. Overlooked or otherwise undervalued securities entail a significant risk of never attaining their potential value.

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