Dow Down 0.17% Nasdaq Down 0.28%

Hartford Disciplined Equity A (HAIAX)

21.31 Down 0.08(0.37%) Sep 30
Prev Close:21.39
YTD Return*:9.35%
Net Assets*:143.63M
Yield*:0.27%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HAIAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM2.484.02
MSFT2.4122.77
CVX2.284.62
CVS2.2412.55
LLY2.2427.75

Fund Basics

Morningstar Overall Rating:
Total Assets:143.63M
Category:Large Blend
Annual Report Expense Ratio (net):1.35%

Performance & Risk

YTD Return:9.35%
5y Avg Return:16.68%
Rank in Category (ytd):35
% Rank in Category (ytd):2.15%
Beta (3y):0.99
Morningstar Risk Rating:2

Fund Summary

The investment seeks growth of capital. The fund normally invests at least 80% of its assets in common stocks. Its portfolio is broadly diversified by industry and company. The fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index. It may invest up to 20% of its total assets in securities of foreign issuers and non-dollar securities. View More
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