Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.19% -0.04% 114.05M 4624.07
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.29% 90.00% 92.27M Upgrade

Basic Info

Investment Strategy
The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of he Hartford Disciplined U.S. Equity Index that tracks the performance of exchange traded U.S. large cap equity securities. The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index. To the extent that the index concentrates in the securities of a particular industry or group of industries, the fund will do so in approximately the same amount as the index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
Hartford Disciplined US Equity TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David France 1.46 yrs
Marlene Walker-Smith 1.46 yrs
Michael Stoll 1.46 yrs
Todd Frysinger 1.46 yrs
Vlasta Sheremeta 1.46 yrs

Performance Versus Category

 
20%
15%
10%
5%
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View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 06, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
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21.17%
8.18%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
9.11%
19.56%
-5.31%
26.52%
6.18%
23.56%
-7.67%
10.58%
5.04%
22.51%
-7.91%
29.26%
10.94%
33.13%
-18.26%
23.52%
8.22%
21.73%
-8.11%
24.50%
13.67%
28.47%
-17.20%
26.03%
10.02%
18.37%
-6.10%
27.85%
10.88%
29.32%
-10.72%
16.87%
6.31%
As of May 06, 2024.

Asset Allocation

As of May 03, 2024.
Type % Net % Long % Short
Cash 0.48% Upgrade Upgrade
Stock 99.52% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of he Hartford Disciplined U.S. Equity Index that tracks the performance of exchange traded U.S. large cap equity securities. The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index. To the extent that the index concentrates in the securities of a particular industry or group of industries, the fund will do so in approximately the same amount as the index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
Hartford Disciplined US Equity TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David France 1.46 yrs
Marlene Walker-Smith 1.46 yrs
Michael Stoll 1.46 yrs
Todd Frysinger 1.46 yrs
Vlasta Sheremeta 1.46 yrs

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