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This is a list of Hartford Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Hartford Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Hartford Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Hartford Funds.
This page includes relevant dividend information on Hartford Funds.
The table below illustrates valuable information regarding the primary fund manager for Hartford Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Hartford Funds.
This list includes asset allocation proportions of the underlying holdings for Hartford Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|The Hartford Balanced Income Fund||Inst (HBLYX)||North America||$13,389.61||-7.59%||40.30%||0.66%||13.59|
|The Hartford MidCap Fund||Inst (HMDYX)||U.S. Mid-Cap Growth Equity||$13,158.70||-20.62%||72.76%||0.82%||10.01|
|The Hartford Dividend and Growth Fund||Inst (HDGYX)||U.S. Large-Cap Value Equity||$8,534.11||-16.05%||12.10%||0.71%||18.59|
|The Hartford Capital Appreciation Fund||Inst (HCAYX)||U.S. Large-Cap Blend Equity||$6,409.48||-15.91%||56.43%||0.78%||7.0|
|Hartford Core Equity Fund||Inst (HGIYX)||U.S. Large-Cap Blend Equity||$6,364.97||-8.35%||10.10%||0.46%||21.85|
|The Hartford World Bond Fund||Inst (HWDIX)||Total Bond Market||$5,466.11||-3.39%||32.37%||0.74%||8.76|
|The Hartford Growth Opportunities Fund||Inst (HGOYX)||U.S. Large-Cap Growth Equity||$4,570.17||-12.25%||59.97%||0.83%||14.01|
|Hartford Capital Appreciation HLS Fund||Inst (HIACX)||U.S. Large-Cap Growth Equity||$3,936.13||-21.19%||92.56%||0.68%||6.84|
|Hartford Schroders Emerging Markets Equity Fund||Inv (HHHIX)||Emerging Markets Equity||$3,881.12||22.11%||0.13%||1.24%||N/A|
|The Hartford Equity Income Fund||Inst (HQIYX)||U.S. Large-Cap Value Equity||$3,731.40||-19.98%||32.39%||0.73%||12.42|
|The Hartford International Opportunities Fund||Inst (HAOYX)||International and Foreign Large-Cap Blend Equity||$3,547.99||-15.17%||27.12%||0.78%||13.17|
|Hartford Dividend and Growth HLS Fund||Inst (HIADX)||U.S. Large-Cap Value Equity||$2,887.93||-24.54%||62.44%||0.68%||18.43|
|Hartford Floating Rate Fund||Inst (HFLYX)||Floating Rate Bond||$2,769.53||-16.81%||55.17%||0.71%||2.42|
|The Hartford Total Return Bond Fund||Inst (HABYX)||U.S. Investment-Grade Bond||$2,360.42||1.65%||31.78%||0.41%||8.0|
|Hartford Schroders International Multi-Cap Value Fund||Inv (HFYIX)||International and Foreign Large-Cap Value Equity||$2,189.55||10.41%||1.29%||0.87%||N/A|
|Hartford Total Return Bond HLS Fund||Inst (HIABX)||U.S. Investment-Grade Bond||$2,146.80||0.36%||55.98%||0.51%||7.99|
|Hartford International Value Fund||Inst (HILYX)||International and Foreign Large-Cap Value Equity||$1,976.13||-29.32%||88.71%||0.90%||6.5|
|Hartford Balanced HLS Fund||Inst (HADAX)||North America||$1,947.34||-15.04%||80.72%||0.66%||4.84|
|Hartford MidCap HLS Fund||Inst (HIMCX)||U.S. Mid-Cap Growth Equity||$1,883.12||-29.47%||93.45%||0.69%||10.01|
|Hartford Growth Opportunities HLS Fund||Inst (HAGOX)||U.S. Large-Cap Growth Equity||$1,524.42||-25.45%||95.86%||0.65%||13.84|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
Hartford is a company that sells mutual funds with $115,976M in assets under management. The average expense ratio from all mutual funds is 0.98%. 78.73% of all the mutual funds are no load funds. The oldest fund launched was in 1977. The average manager tenure for all managers at Hartford is 7.8 years. The company offers investors 70 mutual funds, in terms of the number of individual fund symbols.
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