Hartford Capital Appreciation I Hartford Mutual Funds Inc Itt Hartford Group NC P O Box 2999 Hartford CT 06115
Phone: 888-843-7824
| Category: |
Large Blend |
| Fund Family: |
Hartford Mutual Funds |
| Net Assets: |
3.09B |
| Year-to-Date Return: |
-3.36% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
31-Aug-06 |
|
Saul J. Pannell
Lead Manager since
22-Jul-96 |
|
| Mr. Pannell (BA Harvard, MBA Harvard Business School) has been with Wellington Management for 16 years and has 26 years overall experience. |
| 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 growth of capital. The fund normally invests at least 65% of total assets in common stocks of small, medium and large companies with market capitalization less than $ 2 billion. It may invest up to 35% of total assets in securities of foreign issuers and non-dollar securities, including emerging market securities. |
| Last Dividend
(22-Dec-08):
|
0.43 |
| Last Cap Gain
(14-Nov-07):
|
3.73 |
| Annual Holdings Turnover
|
77.00% |
| Average for Category:
|
80.36% |
|
| Expense |
ITHIX |
Category Avg |
| Total Expense Ratio: |
0.80%
|
1.10% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.25% |
| Max Deferred Sales Load: |
%
|
2.61% |
| 3 Yr Expense Projection*: |
$252 |
$768 |
| 5 Yr Expense Projection*: |
$439 |
$1,311 |
| 10 Yr Expense Projection*: |
$978 |
$2,413 |
|
|