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The Hartford Mutual Funds: The Hartford Global Research Fund

Sub-advised by Wellington Management Company, LLP

Categories:

Morningstar Category: World Stock

Investment Goal/Strategy

The Fund will seek to provide long-term capital appreciation by investing in domestic and foreign equity securities.

Portfolio Managers

Mark D. Mandel, CFA
Senior Vice President
Director of Global Industry Research
Wellington Management Company, LLP
Years of experience: 16
BA,
Bates College
MBA, Amos Tuck School of Business Administration, Dartmouth College

Cheryl M. Duckworth, CFA
Senior Vice President
Director of Research Portfolios
Wellington Management Company, LLP
16 Years of Professional Experience
BA, Duke University
MS, MIT (Sloan)

Quarterly Portfolio Manager Commentary

Mark and Cheryl coordinate a team of Wellington Management's global industry analysts that manage the Fund.

Investment Approach

  • Uses a fundamental or “bottom up” investment approach leveraging the best of Wellington Management, LLP
  • Invests primarily in equity securities of companies in a broad range of countries, industries and market capitalizations worldwide, seeking broad diversification across market cap and country spectrum, with 350+ security names across 40+ countries
  •  Enhances diversification as investment philosophies and valuation metrics vary by analyst and industry
  • Investment style will be core oriented

global equity

Disclosure

1 5-year EPS growth - Average projected rate in earnings per share (net profit divided by number of shares outstanding) for the next 5 years.

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.

Subject to change. Percentages may be rounded.

+ MSCI All-Country World Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets.

Prior to December 11, 2009, The Hartford Global Research Fund was known as The Hartford Global Equity Fund.

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 Fund may invest in securities of companies that conduct their principal business activities (or that trade principally on exchanges) in emerging markets (including Asia, Latin America, Eastern Europe, and Africa), which is riskier than investing in securities of more developed countries (including risks of illiquidity and increased price volatility).

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.

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.

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