American Funds Blue Chip Inc & Gr 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: | 26.07M | | Year-to-Date Return: | 17.20% | | Yield: | 1.21% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-08 |
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C. Ross Sappenfield
Lead Manager since
01-May-08 | | | Sappenfield is a vice president of CRC. Sappenfield has been employed in the investment management area of Capital Research or its affiliates including as a portfolio counselor. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to produce income exceeding the average yield on u.s. stocks generally. The fund is a feeder fund. The Master Blue Chip Income and Growth fund may invest up to 10% of assets in equity securities of larger, non-U.S. companies. It normally invests at least 90% of assets in equity securities of companies in business for five or more years (including predecessor companies), that pay regular dividends, whose debt securities are rated BBB or above by S&P or unrated but determined to be of equivalent quality, and reflect a market capitalization of $4 billion and above. |
| Last Dividend
(27-Aug-09):
| 0.09 | | Last Cap Gain
(27-Aug-09):
| 0.04 | | Annual Holdings Turnover
| 3.00% | | Average for Category:
| 78.94% |
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| Expense | HVCBX | Category
Avg | | Total Expense Ratio: | 0.67%
| 1.08% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 350 | $776 | | 5 Yr Expense Projection*: |
$ 606 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,340 | $2,371 |
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0.22% Nasdaq 0.00%
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