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    Hartford Global Equity Income B (HLEBX)

    11.05 Up 0.01(0.09%) Jul 31

    Profile as of Jun 29, 2015Get Profile for:
    Hartford Global Equity Income B
    Hartford Mutual Funds IncItt Hartford Group NC P O Box 2999Hartford CT 06115
    Map
    Phone: 888-843-7824
    Fund Overview 
    Category:World Stock
    Fund Family:Hartford Mutual Funds
    Net Assets:301.66M
    Year-to-Date Return:1.85%
    Yield:1.12%
    Morningstar Rating:2 stars
    Fund Inception Date:Feb 29, 2008
    Morningstar Style Box 
    World Stock
    [View Category Definition]
    View Top World Stock Funds
    About the Morningstar Style Box
    Management Information 
    W. Michael R. Reckmeyer
    Lead Manager since May 30, 2014
    W. Michael Reckmeyer, Ill, CFA, Senior Vice President, Partner, and Equity Portfolio Manager, is the Portfolio Manager for the Hartford Equity Income Fund, the equity portion of the Hartford Balanced Income Fund, and is involved in portfolio management and securities analysis for the Hartford Value Funds. As a member of the Value Team, Mike manages portfolios that have an emphasis on dividend income. Mike's mandate is to focus his research effort on large-capitalization, value-oriented stocks. While his research may include any industry, his primary area of coverage is insurance. Mike began his investment career in 1984 when he worked for the State of Michigan Pension Fund as an analyst following electrical equipment, aerospace, and pollution control companies (1984 —1986). This experience was followed by eight years at Kemper Financial Services where his research focus included paper and forest products, environmental services, and cable and cellular companies (1986 —1994). He joined Wellington Management in 1994. He received both his MBA (1984) and his BS in mechanical engineering (1981) from the University of Wisconsin. Mike holds the Chartered Financial Analyst designation and is a member of the Philadelphia Financial Analyst Society.
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:2,000
    Min Initial Investment, AIP:250
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    HLEBX can be purchased from 26 brokerages.

    Fund Summary 
    The investment seeks a high level of current income consistent with growth of capital. The fund invests at least 80% of its net assets in equity securities. Under normal circumstances, at least 40% (and normally not less than 30%) of its net assets will be invested in or exposed to foreign securities or derivative instruments with exposure to foreign securities of at least three different countries outside the United States.

    Fund Operations 
    Last Dividend (Jun 28, 2015) : 0.10
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 29, 2015) : 90.00%
    Average for Category:43.11%
    Fees & Expenses 
    ExpenseHLEBXCategory Avg
    Annual Report Expense Ratio (net):2.12%1.30%
    Prospectus Net Expense Ratio:2.00%N/A
    Prospectus Gross Expense Ratio:2.48%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A5.31%
    Max Deferred Sales Load: 5.00%2.00%
    3 Yr Expense Projection*:1,027666
    5 Yr Expense Projection*:1,4771,101
    10 Yr Expense Projection*:2,5452,948
    * Per $10,000 invested