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The Hartford Financial Services Group, Inc. was founded in 1810 and is recognized as a renowned insurance company in the United States. The company believes that “human-centric investing can create solutions and advisor tools that not only strengthen bottom lines but strengthen advisor-client relationships by helping investors better realize their true-life goals.”
Hartford Funds — a segment of Hartford Financial Services — had total assets of $117.6 billion under management as of Mar 31, 2018. The company claims that it manages more than 50 mutual funds across a wide range of styles and asset classes.
Hartford Global Growth HLS Fund Class IA seeks capital appreciation. The fund primarily invests the majority of its assets in a diversified portfolio of common stocks spread across companies, industries and countries. The fund invests alike in common stocks of growth companies based in the United States and foreign countries. The fund may also invest a maximum of 25% in securities of companies that have principal operations in emerging markets or whose securities are traded in the same. HIALX has three-year annualized returns of 14.2%.
HIALX has an expense ratio of 0.80% as compared with the category average of 1.11%.
Hartford Small Company HLS (HDMBX - Free Report) invests in common stocks of companies that have strong capital growth potential. HDMBX’s sub-adviser, Wellington Management Company, LLP, invests a huge chunk of its assets in common stocks of companies within the range of both the S&P SmallCap 600 and Russell 2000 indices. The fund may also invest around one-fifth of its assets in foreign companies. Hartford Small Company HLS has three-year annualized returns of 15.9%.
As of April 2019, HDMBX held 111 issues, with 2.28% of its assets invested in ITT Inc.
The Hartford Small Company Fund Class R5 (IHSUX - Free Report) seeks to provide capital growth. The fund invests at least 80% of its assets in common stocks of small-cap companies. According to the fund’s advisor, small-capitalization companies have market capitalization within the combined range of Russell 2000 and S&P SmallCap 600 indices. The fund may also invest a minor part of its assets in non-dollar securities and foreign issuers. IHSUX has returned 16.1% in the past three years.
Steven C. Angeli is one of the fund managers of IHSUX since 2000.
Hartford Quality Value Fund Class I aims for long-term capital gain. The fund mostly invests its assets in common stocks of U.S. companies. Its sub-advisor selects the funds’ investments by using fundamental research to identify high-quality organizations that pay out dividends and have sustainable operating characteristics. The fund mostly invests in large-cap companies that have similar characteristics as those included on the Russell 1000 Value Index. HVOIX has three-year annualized returns of 7.9%.
As of April 2019, HVOIX held 73 issues, with 4.55% of its assets invested in JPMorgan Chase & Co.
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4 Hartford Mutual Funds for Splendid Gains
The Hartford Financial Services Group, Inc. was founded in 1810 and is recognized as a renowned insurance company in the United States. The company believes that “human-centric investing can create solutions and advisor tools that not only strengthen bottom lines but strengthen advisor-client relationships by helping investors better realize their true-life goals.”
Hartford Funds — a segment of Hartford Financial Services — had total assets of $117.6 billion under management as of Mar 31, 2018. The company claims that it manages more than 50 mutual funds across a wide range of styles and asset classes.
Below we share with you four top-ranked Hartford mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.
Hartford Global Growth HLS Fund Class IA seeks capital appreciation. The fund primarily invests the majority of its assets in a diversified portfolio of common stocks spread across companies, industries and countries. The fund invests alike in common stocks of growth companies based in the United States and foreign countries. The fund may also invest a maximum of 25% in securities of companies that have principal operations in emerging markets or whose securities are traded in the same. HIALX has three-year annualized returns of 14.2%.
HIALX has an expense ratio of 0.80% as compared with the category average of 1.11%.
Hartford Small Company HLS (HDMBX - Free Report) invests in common stocks of companies that have strong capital growth potential. HDMBX’s sub-adviser, Wellington Management Company, LLP, invests a huge chunk of its assets in common stocks of companies within the range of both the S&P SmallCap 600 and Russell 2000 indices. The fund may also invest around one-fifth of its assets in foreign companies. Hartford Small Company HLS has three-year annualized returns of 15.9%.
As of April 2019, HDMBX held 111 issues, with 2.28% of its assets invested in ITT Inc.
The Hartford Small Company Fund Class R5 (IHSUX - Free Report) seeks to provide capital growth. The fund invests at least 80% of its assets in common stocks of small-cap companies. According to the fund’s advisor, small-capitalization companies have market capitalization within the combined range of Russell 2000 and S&P SmallCap 600 indices. The fund may also invest a minor part of its assets in non-dollar securities and foreign issuers. IHSUX has returned 16.1% in the past three years.
Steven C. Angeli is one of the fund managers of IHSUX since 2000.
Hartford Quality Value Fund Class I aims for long-term capital gain. The fund mostly invests its assets in common stocks of U.S. companies. Its sub-advisor selects the funds’ investments by using fundamental research to identify high-quality organizations that pay out dividends and have sustainable operating characteristics. The fund mostly invests in large-cap companies that have similar characteristics as those included on the Russell 1000 Value Index. HVOIX has three-year annualized returns of 7.9%.
As of April 2019, HVOIX held 73 issues, with 4.55% of its assets invested in JPMorgan Chase & Co.
To view the Zacks Rank and past performance of all Hartford mutual funds, investors can click here to see the complete list of funds.
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