Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.44% 0.01% 10.05M 826.80
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.24% 55.00% 95132.50 Upgrade

Basic Info

Investment Strategy
The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of the Hartford Longevity Economy Index (LHLGEX), which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents. The fund generally invests at least 80% of its assets in securities included in the index and in depositary receipts representing securities included in the index.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index Russell Mid Cap TR USD
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Growth
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
Hartford Longevity Economy TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David France 3.05 yrs
Marlene Walker-Smith 3.05 yrs
Michael Stoll 3.05 yrs
Todd Frysinger 3.05 yrs
Vlasta Sheremeta 3.05 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of April 25, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
-15.73%
19.02%
5.30%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.30%
--
--
--
--
--
--
--
--
20.64%
-17.81%
20.59%
10.79%
13.03%
-15.03%
23.77%
7.23%
21.90%
-8.86%
32.27%
0.36%
27.43%
-5.90%
7.00%
3.42%
19.69%
-11.51%
31.50%
13.34%
22.81%
-16.08%
16.39%
4.07%
As of April 25, 2024.

Asset Allocation

As of April 16, 2024.
Type % Net % Long % Short
Cash 0.02% Upgrade Upgrade
Stock 99.98% 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 the Hartford Longevity Economy Index (LHLGEX), which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents. The fund generally invests at least 80% of its assets in securities included in the index and in depositary receipts representing securities included in the index.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index Russell Mid Cap TR USD
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Growth
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
Hartford Longevity Economy TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David France 3.05 yrs
Marlene Walker-Smith 3.05 yrs
Michael Stoll 3.05 yrs
Todd Frysinger 3.05 yrs
Vlasta Sheremeta 3.05 yrs

Top Portfolio Holders

0 of 0