Hartford Investor

[+] Feedback

Change Base Text Size

The Hartford Mutual Funds: The Hartford Small/Mid Cap Equity Fund

Sub-advised by Hartford Investment Management

Categories:

Morningstar Category: Mid-Cap Growth

Investment Goal

The Fund seeks long-term capital appreciation.

Portfolio Managers

Image: Hugh Whelan, CFAHugh Whelan, CFA
Managing Director
Hartford Investment Management
20 Years of Professional Experience
BS, Stanford University
MS, Stanford University
MBA, The Wharton School at the University of Pennsylvania
Paul Bukowski, CFA
Vice President
Hartford Investment Management
15 Years of Professional Experience
BA, University ofWisconsin
MBA, University of Chicago
Kurt Cubbage, CFA
Vice President
Hartford Investment Management

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

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

Investment Approach

The Investment Team uses a multifactor approach to bottom-up stock selection. The
approach is based on the belief that fundamental stock characteristics provide the best
basis for forecasting each stock’s return.

MidCap Growth Universe



Disclosure

Effective February 1, 2010, The Hartford MidCap Growth Fund was renamed The Hartford Small/Mid Cap Equity Fund.

Subject to change. Percentages may be rounded.

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 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.

Reflects holdings prior to merger with The Hartford Select Mid Cap Growth Fund. Subject to change. Percentages may be rounded.

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

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 securities of small-cap and/or mid-cap companies, which is riskier than stocks of larger companies, because smaller companies generally are young, have limited business history, and frequently rely on narrow product lines and niche markets.

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.

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.

MUT8529 0110

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