Hartford Disciplined Equity HLS IB Hartford Series Fund Inc P O Box 2999 Hartford, CT 06104-2999 Map
Phone: 800-862-6668
| Category: | Large Blend | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 172.42M | | Year-to-Date Return: | 22.46% | | Yield: | 1.04% | | Morningstar Rating: |  | | Fund Inception Date: | 29-May-98 |
|
James A. Rullo
Lead Manager since
29-May-98 | | | Rullo is senior vice president at Wellington Management Company, his employer since 1994. He served previously as a manager of global investments with PanAgora Asset Management since 1989. Prior to that, he spent two years as manager of asset allocation with PanAgora. Rullo holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks growth of capital. The fund normally invests at least 80% of assets in equity securities. It may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 index. The fund may invest up to 20% of its assets in securities of foreign issuers and non-dollar securities. |
| Last Dividend
(27-Aug-09):
| 0.01 | | Last Cap Gain
(23-Jun-08):
| 1.22 | | Annual Holdings Turnover
| 73.00% | | Average for Category:
| 78.74% |
|
| Expense | HBGIX | Category Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
|
|