Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Thursday, December 17, 2009, 9:12PM ET - U.S. Markets Closed. Dow Down 1.27% Nasdaq Down 1.22%
Hartford Conservative Allocation A (HCVAX)On Dec 17: 9.88  Down 0.03 (0.30%)  
MORE ON HCVAX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
Hartford Conservative Allocation A
Hartford Mutual Funds
Map
Phone: 888-843-7824
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Conservative Allocation
Fund Family:Hartford Mutual Funds
Net Assets:140.70M
Year-to-Date Return:24.37%
Yield:2.61%
Morningstar Rating:2 stars
Fund Inception Date:28-May-04
MORNINGSTAR STYLE BOX 
Conservative Allocation
[View Category Definition]
View Top Conservative Allocation Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
Min Initial Investment:$1,000
Min Initial Investment, IRA:$1,000
Min Initial Investment, AIP:$50
Min Subsequent Investment:$50
Min Subsequent Investment, IRA:$50
Min Subsequent Investment, AIP:$50
HCVAX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks current income and long-term capital appreciation. The fund typically invests in the Y shares of underlying funds. It typically invests approximately 60% of assets in fixed income funds and 40% in equity funds. The fund may invest in international equity funds. It may also invest in fixed income funds with various credit ratings.
FUND OPERATIONS 
Last Dividend (28-Sep-09): 0.05
Last Cap Gain (14-Nov-07): 0.40
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 75.60%
FEES & EXPENSES 
ExpenseHCVAXCategory
Avg
Total Expense Ratio:% 0.86%
Max 12b1 Fee:% N/A
Max Front End Sales Load:5.50% 4.91%
Max Deferred Sales Load:% 2.65%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$642
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$987
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,946
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials