The Hartford Mutual Funds: The Hartford Global All-Asset Fund
| Share Class: | A | C | I | R3 | R4 | R5 |
|---|---|---|---|---|---|---|
| Symbol: | HLAAX | HLACX | HLAIX | HLARX | HLASX | HLATX |
Categories:
Morningstar Category: World AllocationInvestment Goal/Strategy
The Fund seeks long-term total return by allocating assets globally among equity
securities, fixed-income securities, currencies, commodity-related investments, and cash.
Portfolio Managers
Additional Investment Resources |
Wellington Management is an independent and unaffiliated sub-advisor to The Hartford.
Investment Approach
While taking an active approach to risk management, the portfolio managers utilize global thematic ideas, quantitative analysis and macroanalysis derived by the extensive research resources of Wellington Management.The Fund has the flexibility to dynamically manage allocations among themes and asset classes to potentially provide competitive returns with less risk than the overall stock market.
*Based on market exposure of all underlying investments
Disclosure
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. The contractual fee waivers and certain expense reimbursements terminate on May 31, 2011. Certain other contractual expense reimbursements remain in effect until February 29, 2012, 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.
Assets may be allocated among different asset classes in a manner that results in the Fund underperforming its peers. Although allocation among different asset classes generally limits the Fund's exposure to the risks of any one class, Sub-Adviser may favor an asset class that performs poorly relative to another asset class.
Exposure to the commodities markets may subject the Fund to greater volatility than investments in traditional securities. The value of commodity-linked derivative investments may be affected by changes in overall market movements, commodity index volatility, changes in interest rates, or factors affecting a particular industry or commodity.
The Fund may invest in derivatives, which carry different (and possibly greater) risks than direct investments in issuers, and are very dependent upon the sub-adviser's judgment. In addition, investments in derivative instruments are subject to the risk that the counterparty in a transaction will be unable to honor its financial obligation to the Fund.
The Fund is subject to credit risk (the risk that the issuing company may not be able to pay interest and principal when due), interest rate risk (the risk that your investment may go down in value when interest rates rise), and risk of loss (the risk that you could lose money on your investment).
A portion of this Fund's assets may be below-investment-grade securities ("high-yield securities" or "junk bonds"), which are rated lower because there is a greater possibility that the issuer may be unable to make interest and principal payments on those securities.
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 may invest a portion of its assets in a wholly owned subsidiary organized in the Cayman Islands. The Fund is indirectly exposed to the risks associated with the subsidiary's investments. Since the subsidiary is not registered in the United States, is not subject to all the investor protections of the U.S. securities laws. Changes in the laws of the United States and/or the Cayman Islands could result in the inability of the Fund and/or the subsidiary to operate as expected.
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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