Hartford Balanced Allocation A
Hartford Mutual Funds
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Phone: 888-843-7824
| Category: | Moderate Allocation | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 493.67M | | Year-to-Date Return: | -1.76% | | Yield: | 1.42% | | Morningstar Rating: |  | | Fund Inception Date: | 28-May-04 |
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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. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation and income. The fund typically invests in the Y shares of underlying funds. It typically invests approximately 60% of assets in equity funds and 40% in fixed income funds. The fund may invest in international equity funds. It may also invest in fixed income funds with various credit ratings. |
| Last Dividend
(23-Dec-09):
| 0.07 | | Last Cap Gain
(14-Nov-07):
| 0.58 | | Annual Holdings Turnover
| 17.00% | | Average for Category:
| 87.10% |
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| Expense | HBAAX | Category
Avg | | Total Expense Ratio: | 1.28%
| 1.02% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ 934 | $643 | | 5 Yr Expense Projection*: |
$ 1,214 | $981 | | 10 Yr Expense Projection*: |
$ 2,010 | $1,907 |
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1.52% Nasdaq 0.00%
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