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Investment Goal and Strategy
The Fund seeks long-term growth of capital with income as a secondary consideration. The Fund seeks to achieve this by investing primarily in stocks of high quality companies.
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Investment
Approach
The Portfolio Managers use bottom-up security selection based on proprietary fundamental research and valuation analysis to deliver a diversified large-cap core portfolio with upside potential.
Core, Large-cap Fund
Steve and Saul will look for the following characteristics when constructing the portfolio:
Leaders within an industry
A strong balance sheet
Solid Management Areas
Global competitors
Solid, out of favor companies
Companies with sustainable growth rates
One Stock at a Time
The Fund leverages Wellington Management?s deep and broad research capabilities to
build a large-cap portfolio from the bottom-up.
*All
Company statistics are from company annual reports and Wellington
Management Company, LLP.
These companies are representative of the themes and are not the only holdings in
the Fund and are subject to change.
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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
|
| 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 |
-40.02% |
-43.70% |
-8.97% |
-2.96% |
-1.59% |
3.50% |
 |
| B |
07/22/1996 |
-40.45% |
-44.20% |
-9.75% |
-3.78% |
-2.36% |
2.71% |
|
| C |
07/22/1996 |
-40.49% |
-44.21% |
-9.70% |
-3.68% |
-2.27% |
2.78% |
|
| 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 |
-46.80% |
-10.67% |
-4.05% |
-2.14% |
3.03% |
--- |
|
| B |
07/22/1996 |
-46.99% |
-10.67% |
-4.16% |
-2.36% |
2.71% |
--- |
|
| C |
07/22/1996 |
-44.77% |
-9.70% |
-3.68% |
-2.27% |
2.78% |
--- |
|
| 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 |
-32.95% |
-4.31% |
1.30% |
0.79% |
4.93% |
--- |
|
| B |
07/22/1996 |
-33.18% |
-4.31% |
1.21% |
0.57% |
4.61% |
--- |
|
| C |
07/22/1996 |
-30.37% |
-3.25% |
1.70% |
0.66% |
4.68% |
--- |
|
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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| General Electric Co. (GE) |
4.4% |
| Bank of America Corp |
2.4% |
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| Consumer Discretionary |
12% |
11% |
| Information Technology |
17% |
15% |
*Click here to view
benchmark information
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| Net Assets |
$1,195 million |
| % of Foreign Equities |
14% |
Click here to
view Glossary of Terms
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of page ^
| Class |
Inception |
Fund
Number |
Fund Symbol |
CUSIP |
| A |
7/22/96 |
933 |
IHSTX |
416645877 |
| B |
7/22/96 |
972 |
ITSBX |
416645869 |
| C |
7/31/98 |
242 |
HSFCX |
416645612 |
| Portfolio
Characteristics |
As of 06/30/2006 |
| Price/Earnings Ratio (projected) |
13.2x |
Click here to
view Glossary of Terms
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of page ^
Portfolio Manager: Saul J. Pannell, CFA
Senior Vice President and Partner,
Wellington Management Company, LLP
Portfolio Manager of The Hartford Stock Fund
Professional Experience
- 32 years of professional experience
Education
- MBA, Harvard Business School
- AB, Harvard College
Portfolio Manager: Steve T. Irons, CFA
Senior Vice President and Partner,
Wellington Management Company, LLP
Professional Experience
- 21 years of professional experience
Education
- BBA, The Wharton School at the University of Pennsylvania
- MBA, University of Chicago
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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.
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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