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Hartford Stock HLS IB (HIBSX)

97.21
+1.60
+(1.67%)
At close: 8:04:19 PM EDT

Fund Summary

The fund normally invests at least 80% of its assets in equity securities. The advisor may invest in stocks within a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Index as selected by the fund's sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund may invest up to 20% of its net assets in the securities of foreign issuers and non-dollar securities.

Hartford Stock HLS IB

Hartford, CT 06104-2999
P O Box 2999
860-297-6443

Fund Overview

Category Large Blend
Fund Family Hartford Mutual Funds
Net Assets 1.23B
YTD Return -0.04%
Yield 1.33%
Morningstar Rating
Inception Date Aug 31, 1977

Fund Operations

Last Dividend 1.38
Last Cap Gain 55.00
Holdings Turnover 16.00%
Average for Category --

Fees & Expenses

Expense HIBSX Category Average
Annual Report Expense Ratio (net) 0.76% 0.78%
Prospectus Net Expense Ratio 0.76% --
Prospectus Gross Expense Ratio 0.76% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Peter C. Fisher, Lead Manager since May 01, 2020
Peter C. Fisher Senior Managing Director, Partner, and Equity Portfolio Manager Peter is a portfolio manager on the Dividend Growth Team. He manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He manages the Global Dividend Growth approach and works closely with Don Kilbride on other Dividend Growth approaches. He works in our London office. Prior to joining Wellington Management in 2005, Peter worked as an equity research analyst at MFS Investment Management, where his coverage included the consumer staples, energy, and technology sectors (2000 – 2005). Peter earned his MBA from the University of Chicago (2000) and his BA in economics from Davidson College (1993).

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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