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Hartford Equity Growth Allocation R4 (HAASX)

On Feb 9: 9.60 USD  Up 0.14 (1.48%)  
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Profile  As of 31-Jan-10 Get Profile for:
Hartford Equity Growth Allocation R4
Hartford Mutual Funds
Phone: 888-843-7824
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FUND OVERVIEW
Category: Large Blend
Fund Family: Hartford Mutual Funds
Net Assets: 4.67M
Year-to-Date Return: -4.08%
Yield: 0.29%
Morningstar Rating: 3 stars
Fund Inception Date: 21-Dec-06
MORNINGSTAR STYLE BOX
Large Blend
[View Category Definition]
View Top Large Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
Hugh T. M. Whelan
Lead Manager since 01-Mar-06
Whelan has been executive vice president of Hartford Investment Management since 2005. He has been with Hartford since 1990. Whelan holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION
Min Initial Investment: $0
Min Initial Investment, IRA: NaN
Min Initial Investment, AIP: NaN
Min Subsequent Investment: $0
Min Subsequent Investment, IRA: N/A
Min Subsequent Investment, AIP: N/A
HAASX can be purchased from 9 brokerages.
FUND SUMMARY
The investment seeks long-term capital appreciation. The fund typically invests in a combination of domestic and international equity funds by investing in a combination of other Hartford Mutual funds-- the Underlying funds. It normally invests all of assets in equity funds.
FUND OPERATIONS
Last Dividend (23-Dec-09): 0.03
Last Cap Gain (17-Nov-08): 0.08
Annual Holdings Turnover 26.00%
Average for Category: 80.36%
FEES & EXPENSES
Expense HAASX Category
Avg
Total Expense Ratio: 1.50% 1.10%
Max 12b1 Fee: 0.25% N/A
Max Front End Sales Load: % 5.25%
Max Deferred Sales Load: % 2.61%
3 Yr Expense Projection*: $409 $768
5 Yr Expense Projection*: $708 $1,311
10 Yr Expense Projection*: $1,556 $2,413
* Per $10,000 invested


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