Hartford Checks and Balances I
Hartford Mutual Funds Inc Itt Hartford Group NC P O Box 2999 Hartford CT 06115
Phone: 888-843-7824
| Category: |
Moderate Allocation |
| Fund Family: |
Hartford Mutual Funds |
| Net Assets: |
21.18M |
| Year-to-Date Return: |
-1.61% |
| Yield: |
1.63% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
29-Feb-08 |
|
Vernon J. Meyer
Lead Manager since
31-May-07 |
|
| Meyer is vice president of HIFSCO and chairman of the HIFSCO Investment Oversight Committee. Meyer has over 18 years of professional investment experience managing the money manager evaluation, selection and overall due diligence process. Prior to joining the Hartford in 2004, Meyer served as vice president and managing director of MassMutual. |
| Min Initial Investment: |
$2,000 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$250 |
| Min Subsequent Investment: |
$50 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks long-term capital appreciation and income. The fund invests in a combination of Hartford mutual funds. The fund normally makes equal allocations of assets to the underlying funds. The fund normally rebalances back to one-third each whenever the fund invests in any single Underlying Fund deviates from the target allocation by more than 5%. The underlying funds use a broad array of investment strategies, and may invest in a wide variety of instruments. |
| Last Dividend
(23-Dec-09):
|
0.04 |
| Last Cap Gain
(17-Nov-08):
|
0.05 |
| Annual Holdings Turnover
|
3.00% |
| Average for Category:
|
87.10% |
|
| Expense |
HCKIX |
Category
Avg |
| Total Expense Ratio: |
0.83%
|
1.02% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.30% |
| Max Deferred Sales Load: |
%
|
2.71% |
| 3 Yr Expense Projection*: |
$265 |
$643 |
| 5 Yr Expense Projection*: |
$460 |
$981 |
| 10 Yr Expense Projection*: |
$1,025 |
$1,907 |
|
|
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