Hartford Balanced Income Y Hartford Mutual Funds Inc Itt Hartford Group NC P O Box 2999 Hartford CT 06115
Phone: 888-843-7824
| Category: |
Conservative Allocation |
| Fund Family: |
Hartford Mutual Funds |
| Net Assets: |
110.00K |
| Year-to-Date Return: |
-0.51% |
| Yield: |
3.82% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
31-Jul-06 |
|
Lucius T. Hill, III
Lead Manager since
31-Jul-06 |
|
| Hill, III, senior vice president and fixed income portfolio manager of Wellington Management, joined Wellington Management as an investment professional in 1993. |
| Min Initial Investment: |
$1,000,000 |
| 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 |
|
|
|
| The investment seeks current income with growth of capital as a secondary objective. The fund normally targets an allocation of approximately 45% equity securities and 55% fixed income investments, with the allocation generally varying by no more than +/-5%. The equity portion of the fund will invest primarily in common stocks with a history of above-average dividends or expectations of increasing dividends. |
| Last Dividend
(22-Dec-09):
|
0.10 |
| Last Cap Gain
(14-Nov-07):
|
0.04 |
| Annual Holdings Turnover
|
63.00% |
| Average for Category:
|
74.77% |
|
| Expense |
HBLYX |
Category Avg |
| Total Expense Ratio: |
0.40%
|
0.86% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
4.91% |
| Max Deferred Sales Load: |
%
|
2.61% |
| 3 Yr Expense Projection*: |
$224 |
$641 |
| 5 Yr Expense Projection*: |
$390 |
$984 |
| 10 Yr Expense Projection*: |
$871 |
$1,941 |
|
|