Dow Up 1.63% Nasdaq Up 0.97%

Hartford Disciplined Equity A (HAIAX)

20.55 Up 0.27(1.33%) Oct 17
Prev Close:20.28
YTD Return*:7.68%
Net Assets*:143.63M
Yield*:0.27%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for HAIAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM2.484.19
MSFT2.4124.94
CVX2.28-3.30
CVS2.2411.73
LLY2.2430.49

Fund Basics

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

Performance & Risk

YTD Return:7.68%
5y Avg Return:15.49%
Rank in Category (ytd):31
% Rank in Category (ytd):1.92%
Beta (3y):1.00
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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