The Hartford Mutual Funds: The Hartford Select MidCap Value Fund
Hartford Investment Management became the sub-adviser effective December 4, 2006. Performance information prior to that date represents performance of previous sub-advisers.
| Share Class: | A | B | C |
|---|---|---|---|
| Symbol: | HFVAX | HSVBX | HFVCX |
Categories:
Morningstar Category: Mid-Cap ValueInvestment Goal
The Fund seeks long-term capital appreciation by investing primarily in mid capitalization companies.
Portfolio Managers
Additional Investment Resources |
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.
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 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 Mid Cap Value Index measures the performance of those Russell Mid Cap companies with lower price-to-book ratios and lower forecasted growth values. The index is unmanaged and not available for direct investment.
Effective December 11, 2009, The Hartford Select MidCap Value Fund closed to all investors. On February 1, 2010, The Hartford MidCap Growth Fund will be renamed The Hartford Small/Mid Cap Equity Fund, and The Hartford Select MidCap Value Fund will merge into this newly renamed Fund on or about February 19, 2010.
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.
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