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| The Hartford MidCap Fund* |
View Daily Fund Prices (NAV) |
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| *Effective August 16, 2004, Class A, B and C shares will not be offered to investors, except in limited circumstances. Please see the current prospectus for details.
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Investment Goal and Approach
The fund seeks growth of
capital. The Fund seeks to achieve this by investing primarily in stocks of mid-cap companies
selected on the basis for potential capital appreciation.
The fund manager constructs the portfolio using:
Bottom Up Stock Selection
Identify
individual stocks within each of the fastest growing sectors. The
manager focuses on two kinds of companies, companies on the verge of
greatness and companies on the verge of revaluation.
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PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. Current Performance may be lower or higher than
the performance data quoted. For performance current to the most recent month ended, please see www.hartfordadvisor.com.
The investment return and principal value of an investment will fluctuate so that shares, when redeemed,
may be worth more or less than their original cost.
| Excluding sales charge
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| As of 10/31/2008 - Monthly |
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All returns in percentages
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Total |
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Annualized |
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Inception |
Return |
Average Annual Total Return |
Return |
| Class |
Date |
Ytd |
1YR |
3YR |
5YR |
10YR |
(Since inception) |
|
| A |
12/31/1997 |
-32.23% |
-35.56% |
-2.31% |
4.00% |
10.95% |
10.52% |
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| B |
12/31/1997 |
-32.69% |
-36.07% |
-3.07% |
3.21% |
10.13% |
9.71% |
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| C |
12/31/1997 |
-32.62% |
-36.01% |
-2.99% |
3.31% |
10.20% |
9.78% |
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| Sales charge adjusted* |
| As of 10/31/2008 - Monthly |
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All returns in percentages |
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Annualized |
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Inception |
Average Annual Total Return |
Return |
Current |
| Class |
Date |
1YR |
3YR |
5YR |
10YR |
(Since inception) |
Yield |
|
|
| A |
12/31/1997 |
-39.10% |
-4.13% |
2.84% |
10.33% |
9.94% |
--- |
|
| B |
12/31/1997 |
-38.71% |
-3.62% |
2.98% |
10.13% |
9.71% |
--- |
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| C |
12/31/1997 |
-36.54% |
-2.99% |
3.31% |
10.20% |
9.78% |
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| Sales charge adjusted* |
| As of 09/30/2008 - Quarterly |
|
All returns in percentages |
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Annualized |
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| |
Inception |
Average Annual Total Return |
Return |
Current |
| Class |
Date |
1YR |
3YR |
5YR |
10YR |
(Since inception) |
Yield |
|
| A |
12/31/1997 |
-22.31% |
2.46% |
9.10% |
13.63% |
12.25% |
--- |
|
| B |
12/31/1997 |
-21.78% |
3.03% |
9.27% |
13.44% |
12.02% |
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| C |
12/31/1997 |
-19.07% |
3.70% |
9.60% |
13.51% |
12.09% |
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PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. Current Performance may be lower or higher than the performance data quoted.
For performance current to the most recent month ended, please see www.hartfordadvisor.com.
The investment return and principal value of an investment will fluctuate so that shares,
when redeemed, may be worth more or less than their original cost.
* Performance Including Maximum Sales Charge-
The maximum sales charge for Class A shares is 5.5% (Except: 4.5% for High Yield, Income, Total Return Bond, Tax- Free MN, Tax- Free CA, Tax- Free NY, Tax- Free National, U.S. Government Securities, and the Inflation Plus Fund. 3.0% for Short Duration, and no sales charge for the Money Market Fund). Class B shares reflect the deduction of the contingent deferred sales charge (CDSC) in years one through six of 5%, 4%, 3%, 3%, 2%, and 1% respectively. Class C shares reflect a 1% CDSC in year one.
Although the fund began offering Class C shares on 08/01/98, the Funds have been in operation since their identified inception dates. The performance figures above are provided to show investors how the Class C shares would have performed had they been offered since the inception of the Fund. The figures are based on the Fund's Class B shares which have similar operating expenses, but different sales charges, to the Class C shares (when applicable, these figures include the effect of sales charges for Class C shares).
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|
American Standard Co |
1.6% |
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| Sector |
Fund |
S&P
MidCap 400 Index* |
| Consumer Discretionary |
17% |
14% |
| Information Technology |
17% |
16% |
*Click here to view
benchmark information
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| Net Assets |
$2,969 million |
Click here to view Glossary of Terms
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| Class |
Inception |
Fund Number |
Fund Symbol |
CUSIP |
| A |
12/31/97 |
937 |
HFMCX |
416645711 |
| B |
12/31/97 |
978 |
HAMBX |
416645695 |
| C |
7/31/98 |
238 |
HMDCX |
416645554 |
| Portfolio Characteristics |
As of 06/30/2006 |
| Price/Earnings Ratio (Est.) |
15.9x |
| ROE (5-year average) |
15.9% |
Click here to view Glossary of Terms
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Portfolio Manager: Phillip H. Perelmuter
Senior Vice
President & Partner, Wellington Management Company, LLP
Portfolio Manager of The Hartford MidCap Fund
Professional Experience
- 21 years of professional experience
Education
- BS, Princeton University
- MBA, Harvard Business School
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Footnotes
The investment return and principal value of an investment will
fluctuate so that shares, when redeemed, may be worth more or less than their original cost.
Mid-cap stocks generally have higher risk characteristics than larger company stocks.
Effective August 16, 2004, Class A, B and C shares
will not be offered to investors, except in limited circumstances. Please
see the current prospectus for details.
A percentage of the Fund
may be invested in securities of non-U.S. companies and/or non-dollar
securities. Investing in foreign securities may involve different and
additional risks associated with foreign currencies, investment
disclosure, accounting, securities regulation, commissions, taxes,
political or social instability, war or expropriation.
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