Investment Goal
The fund seeks growth of capital. The fund seeks to achieve this by investing primarily in stocks selected on the basis of potential for capital appreciation.
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Investment Approach
 |
Run Quantitative Screens
- Wellington Management's research
analysts employ proprietary analysis to narrow the universe of small
companies and focus intense research on a more select list of
promising stocks. |
 |
Invest
in Emerging Growth Companies
- Substantial revenue growth
- Positive financial momentum
- Strong market share and favorable
industry trends - Quality
Management |
 |
Invest
in "Re-Emerging Growth" Companies
- Transitional opportunities
- Fundamental catalyst
- Signigicantly
undervalued |
 |
Focus Research on New Ideas - In a constant effort to hold the most
promising stocks in the portfolio. |
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.
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| Excluding sales charge
|
| As of 10/31/2008 - Monthly |
|
All returns in percentages
|
 |
| |
|
Total |
|
|
|
|
Annualized |
| |
Inception |
Return |
Average Annual Total Return |
Return |
| Class |
Date |
Ytd |
1YR |
3YR |
5YR |
10YR |
(Since inception) |
 |
| A |
07/22/1996 |
-36.36% |
-39.57% |
-4.33% |
2.50% |
5.28% |
6.33% |
 |
| B |
07/22/1996 |
-36.70% |
-39.95% |
-5.00% |
1.77% |
4.53% |
5.58% |
 |
| C |
07/22/1996 |
-36.74% |
-40.01% |
-5.04% |
1.75% |
4.53% |
5.59% |
 |
| Sales charge adjusted* |
| As of 10/31/2008 - Monthly |
|
All returns in percentages |
 |
| |
|
|
|
|
|
Annualized |
|
| |
Inception |
Average Annual Total Return |
Return |
Current |
| Class |
Date |
1YR |
3YR |
5YR |
10YR |
(Since inception) |
Yield |
 |
| A |
07/22/1996 |
-42.89% |
-6.11% |
1.34% |
4.68% |
5.84% |
--- |
 |
| B |
07/22/1996 |
-42.58% |
-5.76% |
1.44% |
4.53% |
5.58% |
--- |
 |
| C |
07/22/1996 |
-40.53% |
-5.04% |
1.75% |
4.53% |
5.59% |
--- |
 |
| Sales charge adjusted* |
| As of 09/30/2008 - Quarterly |
|
All returns in percentages |
 |
| |
|
|
|
|
|
Annualized |
|
| |
Inception |
Average Annual Total Return |
Return |
Current |
| Class |
Date |
1YR |
3YR |
5YR |
10YR |
(Since inception) |
Yield |
 |
| A |
07/22/1996 |
-24.59% |
0.55% |
8.09% |
7.96% |
7.91% |
--- |
 |
| B |
07/22/1996 |
-24.17% |
0.91% |
8.24% |
7.80% |
7.65% |
--- |
 |
| C |
07/22/1996 |
-21.51% |
1.70% |
8.50% |
7.80% |
7.66% |
--- |
 |
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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| Verifone Holdings, Inc |
2.4% |
| Pinnacle Entertainmt |
1.6% |
|
MoneyGram Internatio |
1.6% |
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| Sector |
Fund |
Russell
2000 Growth Index* |
| Consumer Discretionary |
17% |
15% |
| Information Technology |
23% |
25% |
*Click here to view
benchmark information
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Click here to view Glossary of Terms
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| Class |
Inception |
Fund Number |
Fund Symbol |
CUSIP |
| A |
7/22/96 |
930 |
IHSAX |
416645208 |
| B |
7/22/96 |
941 |
HSCBX |
416645208 |
| C |
7/31/98 |
231 |
HSMCX |
416645646 |
| Portfolio Characteristics |
As of 06/30/2006 |
| Price/Earnings Ratio (Est.) |
20.7x |
Click here to view Glossary of Terms
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Portfolio Manager: Steven C. Angeli, CFA
Senior Vice President & Partner, Wellington
Management Company, LLP
Portfolio Manager of The Hartford Small Company Fund
Professional Experience
- 14 years of professional experience
Education
- BS, Boston College
- MBA, Darden School of Business, University of
Virginia
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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.
Small company investing involves specific risks not necessarily encountered in large company investing, such as increased volatility.
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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