Hartford Select MidCap Value B
Hartford Mutual Funds
Map
Phone: 888-843-7824
| Category: | Mid-Cap Value | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 2.04M | | Year-to-Date Return: | 21.61% | | Yield: | 0.67% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Apr-05 |
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Hugh T. M. Whelan
Lead Manager since
04-Dec-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: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks of mid-capitalization companies that with market capitalization ranged from approximately $563 million to $18 billion. It may invest up to 20% of assets in securities of foreign issuers and non-dollar securities. |
| Last Dividend
(22-Dec-08):
| 0.05 | | Last Cap Gain
(14-Nov-07):
| 1.23 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.15% |
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| Expense | HSVBX | Category
Avg | | Total Expense Ratio: | 2.05%
| 1.36% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | 5.00%
| 2.49% | | 3 Yr Expense Projection*: |
$ 1,114 | $661 | | 5 Yr Expense Projection*: |
$ 1,645 | $1,033 | | 10 Yr Expense Projection*: |
$ 2,799 | $2,042 |
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