Hartford Small Cap Value HLS IB
P O Box 2999 Hartford CT 06104-2999
Map
Phone: 800-862-6668
| Category: | Small Value | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 5.96M | | Year-to-Date Return: | 19.03% | | Yield: | 1.45% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-03 |
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Chuck Martin
Lead Manager since
08-Mar-06 | | | Martin is a principal of SSgA and SSgA FM. He joined the firm in 2001 and is a member of the firm?s Global Enhanced Equities Team. Prior to SSgA, Martin was an equity analyst at SunTrust Equitable Securities where he covered technology companies. He has also held various positions at Scudder and Putnam Investments. Chuck has worked in the investment industry since 1993. Martin 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 |
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| The investment seeks capital appreciation. The fund invests at least 80% of its assets in common stocks of small companies, focusing on those companies whose stock prices are believed to be undervalued. Small companies are those whose market capitalization in the Russell 2000 index. It seeks securities that are out of favor with the markets or have not yet been discovered by the broader investment community. The fund may invest up to 20% of its total assets in securities of foreign issuers and non-dollar securities. |
| Last Dividend
(27-Aug-09):
| 0.01 | | Last Cap Gain
(23-Jun-08):
| 0.08 | | Annual Holdings Turnover
| 54.00% | | Average for Category:
| 86.18% |
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| Expense | HBSCX | Category
Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,010 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,034 |
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1.09% Nasdaq 
0.06 (0.66%) 
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