Hartford Conservative Allocation R4
Hartford Mutual Funds
Map
Phone: 888-843-7824
| Category: | Conservative Allocation | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 7.98M | | Year-to-Date Return: | 21.45% | | Yield: | 2.65% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Dec-06 |
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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: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| 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. |
| 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:
| 63.20% |
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| Expense | HCVSX | Category
Avg | | Total Expense Ratio: | 1.32%
| 0.86% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 425 | $637 | | 5 Yr Expense Projection*: |
$ 734 | $977 | | 10 Yr Expense Projection*: |
$ 1,613 | $1,926 |
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2.03% Nasdaq 
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