Hartford Investor

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The Hartford Mutual Funds: The Hartford Equity Income Fund

Sub-advised by Wellington Management Company, LLP

Categories:

Morningstar Category: Large-Cap Value

Investment Goal

The Fund seeks a high level of current income consistent with growth of capital by investing primarily in dividend paying stocks of companies with market caps greater than $2 Billion.

 

Portfolio Manager

W. Michael Reckmeyer III, CFA
Senior Vice President, Partner and Equity Portfolio Manager
Wellington Management Company, LLP
25 Years of Professional Experience
BS, University ofWisconsin
MBA, University ofWisconsin
Karen H. Grimes, CFA
Senior Vice President & Partner
Wellington Management Company, LLP

26 Years of Professional Experience
BBA, Georgia State University

Ian R. Link, CFA
Vice President and Equity Portfolio Manager
Wellington Management Company, LLP
20 Years of Professional Experience
BA, University of California, Davis
MBA, University of California, Berkeley

Quarterly Portfolio Manager Commentary

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

Investment Approach

  • Emphasizes intensive, bottom up fundamental stock selection
  • Utilizes a disciplined, contrarian investment philosophy
  • Purchases financially sound companies that are temporarily out of favor
  • Maintains a portfolio with higher projected earnings growth and dividend yield at a significant discount to the market
  • Remains fully invested

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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 1000 Value 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.

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 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