Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.90% 1.668B 0.00% 49.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-54.86M 13.07% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of health care-related companies worldwide as selected by the sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund takes a broad approach to investing in the health care sector. It may invest in health-related companies, including companies in the pharmaceuticals, biotechnology, medical delivery, medical products, medical services, managed health care, health information services and emerging health-related subsectors.
General
Security Type Mutual Fund
Oldest Share Symbol HGHYX
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Health
Category Index S&P 1500 Health Care TR
Prospectus Objective Specialty - Health
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
S&P 1500 Health Care TR 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Ann Gallo 21.43 yrs
Robert Deresiewicz 21.43 yrs
Rebecca Sykes 1.08 yrs
Wen Shi 0.19 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 63
-54.86M
-4.465B Category Low
6.183B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of September 30, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of October 14, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
26.94%
13.10%
-8.17%
22.03%
-2.63%
33.77%
23.02%
6.34%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.02%
34.83%
8.24%
-12.39%
22.47%
4.22%
29.11%
25.41%
4.13%
--
--
--
--
--
--
--
16.78%
28.86%
11.00%
-6.05%
24.79%
7.94%
25.25%
19.43%
5.11%
27.00%
12.98%
-8.64%
21.96%
-2.96%
33.68%
22.79%
5.92%
As of October 14, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (10-14-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 28.38
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of August 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of August 31, 2021

Asset Allocation

As of August 31, 2021.
Type % Net % Long % Short
Cash 2.97% Upgrade Upgrade
Stock 97.03% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
UnitedHealth Group Inc 8.08% 428.10 1.84%
Pfizer Inc 5.53% 41.49 -0.43%
Eli Lilly and Co 5.37% 237.98 0.55%
Danaher Corp 3.98% 301.28 0.28%
Bristol-Myers Squibb Co 3.13% 58.35 1.13%
Boston Scientific Corp 3.06% 43.40 0.35%
Edwards Lifesciences Corp 2.85% 112.19 0.56%
Stryker Corp 2.64% 266.34 0.94%
AstraZeneca PLC ADR 2.36% 60.22 0.92%
HCA Healthcare Inc 2.33% 246.89 1.81%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of health care-related companies worldwide as selected by the sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund takes a broad approach to investing in the health care sector. It may invest in health-related companies, including companies in the pharmaceuticals, biotechnology, medical delivery, medical products, medical services, managed health care, health information services and emerging health-related subsectors.
General
Security Type Mutual Fund
Oldest Share Symbol HGHYX
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Health
Category Index S&P 1500 Health Care TR
Prospectus Objective Specialty - Health
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
S&P 1500 Health Care TR 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Ann Gallo 21.43 yrs
Robert Deresiewicz 21.43 yrs
Rebecca Sykes 1.08 yrs
Wen Shi 0.19 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (10-14-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 28.38
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of August 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of August 31, 2021

Fund Details

Key Dates
Inception Date 2/28/2017
Last Annual Report Date 10/31/2020
Last Prospectus Date 3/1/2021
Share Classes
HGHAX A
HGHCX C
HGHIX Inst
HGHRX Retirement
HGHSX Retirement
HGHTX Retirement
HGHVX Retirement
HGHYX Inst
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No