Hartford Capital Appreciation HLS IB
P O Box 2999 Hartford CT 06104-2999
Map
Phone: 800-862-6668
| Category: | Large Blend | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 1.58B | | Year-to-Date Return: | 36.05% | | Yield: | 1.78% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-98 |
|
Saul J. Pannell
Lead Manager since
01-Jul-91 | | | Mr. Pannell (BA Harvard, MBA Harvard Business School) has been with Wellington Management for 16 years and has 26 years overall experience. |
| 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 growth of capital. The fund normally invests at least 65% of total assets in common stocks of medium and large companies. It may invest up to 35% of total assets in equity securities of foreign issuers and non-dollar securities, including companies that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets. |
| Last Dividend
(16-Dec-08):
| 0.61 | | Last Cap Gain
(23-Jun-08):
| 4.28 | | Annual Holdings Turnover
| 131.00% | | Average for Category:
| 70.87% |
|
| Expense | HIBCX | Category
Avg | | Total Expense Ratio: | 0.92%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 293 | $774 | | 5 Yr Expense Projection*: |
$ 509 | $1,287 | | 10 Yr Expense Projection*: |
$ 1,131 | $2,366 |
|
|
1.76% Nasdaq 
Profile
