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Hartford Capital Appreciation II I (HCTIX)

On Feb 9: 11.50 USD  Up 0.19 (1.68%)  
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Profile  As of 31-Jan-10 Get Profile for:
Hartford Capital Appreciation II I
Hartford Mutual Funds
Phone: 888-843-7824
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FUND OVERVIEW
Category: Large Growth
Fund Family: Hartford Mutual Funds
Net Assets: 100.13M
Year-to-Date Return: -4.32%
Yield: 0.00%
Morningstar Rating: 3 stars
Fund Inception Date: 31-Aug-06
MORNINGSTAR STYLE BOX
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
David W Palmer
Lead Manager since 29-Apr-05
Palmer is vice president and equity research analyst of Wellington Management, his employer since 1998. He has been involved in portfolio management and securities analysis for the fund since 2003 and focused primarily on the metals, communications equipment, energy and specialty finance sectors. Palmer holds the Charted Financial Analyst designation.
INVESTMENT INFORMATION
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
HCTIX can be purchased from 9 brokerages.
FUND SUMMARY
The investment seeks growth of capital. The fund normally invests at least 65% of assets in common stocks of small, medium and large companies. It may invest up to 35% of assets in equity securities of foreign issuers and non-dollar securities, including emerging market securities.
FUND OPERATIONS
Last Dividend N/A
Last Cap Gain (14-Nov-07): 1.17
Annual Holdings Turnover 168.00%
Average for Category: 109.93%
FEES & EXPENSES
Expense HCTIX Category
Avg
Total Expense Ratio: 1.08% 1.33%
Max 12b1 Fee: % N/A
Max Front End Sales Load: % 5.43%
Max Deferred Sales Load: % 2.63%
3 Yr Expense Projection*: $255 $653
5 Yr Expense Projection*: $444 $1,027
10 Yr Expense Projection*: $990 $2,050
* Per $10,000 invested


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