Hartford Dividend & Growth R3 Itt Hartford Group NC P O Box 2999 Hartford CT 06115 Map
Phone: 888-843-7824
| Category: | Large Value | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 4.31M | | Year-to-Date Return: | 16.23% | | Yield: | 1.44% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Dec-06 |
|
Edward P. Bousa
Lead Manager since
31-Jul-01 | | | Mr. Bousa is vice president and portfolio manager with Wellington Management, his employer since 2000. Prior to joining Wellington, he was a vice president and senior portfolio manager with Putnam Investments from 1992-2000. Previously, Mr. Bousa was employed by Fidelity Management Trust Company from 1984 to 1992 and Louis Dreyfus Corporation from 1980-1982. Bousa is a Chartered Financial Analyst. |
| 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 |
|
| |
| The investment seeks current income consistent with capital growth. The fund invests primarily in a diversified portfolio of common stocks that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by Wellington Management. It normally invests at least 65% of assets in dividend-paying equity securities. The fund may invest up to 20% of assets in securities of foreign issuers and non-dollar securities. |
| Last Dividend
(25-Sep-09):
| 0.04 | | Last Cap Gain
(14-Nov-07):
| 1.24 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 67.10% |
|
| Expense | HDGRX | Category Avg | | Total Expense Ratio: | 1.50%
| 1.27% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 709 | $635 | | 5 Yr Expense Projection*: |
$ 1,252 | $963 | | 10 Yr Expense Projection*: |
$ 2,735 | $1,849 |
|
|