HGOYX - Hartford Growth Opportunities Y

Nasdaq - Nasdaq Delayed Price. Currency in USD

Hartford Growth Opportunities Y

Hartford Mutual Funds II IncP O Box 2999Hartford CT 06104-2999
Management Information
Michael T. Carmen,Lead Manager since April 1, 2001
Michael T. Carmen, CFA, CPA, Senior Vice President, Partner, and Equity Portfolio Manager, is the Portfolio Manager and is involved in portfolio management and securities analysis. As an equity portfolio manager, Michael manages institutional portfolios in the Multi Cap Growth styles. Michael draws on research provided by the firm's regional and global industry analysts and other global research resources within the firm. Prior to joining Wellington Management in 1999, Michael was an equity portfolio manager at Kobrick Funds (1997 ???1999), State Street Research and Management (1992 ??? 1996, 1997), and Montgomery Asset Management (1996). Michael began his career in the investment industry as a technology analyst with Sanford Bernstein (1988 ??? 1990) and later with Cigna Investments (1991 ??? 1992). Michael received his MBA from New York University (Stern, 1991) and his BS in accounting from the State University of New York at Albany (1984). Additionally, he holds the Chartered Financial Analyst designation and is a Certified Public Accountant.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyHartford Mutual Funds
Net Assets4.75B
YTD Return29.37%
Morningstar Rating★★★
Inception DateFeb 18, 2002

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover117.00%
Average for CategoryN/A

Fees & Expenses

ExpenseHGOYXCategory Average
Annual Report Expense Ratio (net)0.77%1.12%
Prospectus Net Expense Ratio0.80%N/A
Prospectus Gross Expense Ratio0.80%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.29%
Max Deferred Sales LoadN/A1.67%
3 Yr Expense Projection242N/A
5 Yr Expense Projection421N/A
10 Yr Expense Projection941N/A