Continue to site >
Trending ETFs
You have successfully subscribed to Advisor Access. Thank you!
Help us personalize your experience.
Which type of investor describes you best?
Help us personalize your experience.
What is your AUM?
Knowing your investable assets will help us build and prioritize features that will suit your investment needs.

Congratulations on personalizing your experience.

Email is verified. Thank you!

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Hartford Fundamental Growth Fund

HFFYX |

-

$81.9 M

-

0.89%

Vitals

YTD Return

N/A

1 yr return

6.6%

3 Yr Avg Return

8.7%

5 Yr Avg Return

2.5%

Net Assets

$81.9 M

Holdings in Top 10

30.2%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 0.89%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 117.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$1,000,000

IRA

N/A

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Hartford Fundamental Growth Fund

HFFYX |

-

$81.9 M

-

0.89%

HFFYX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 8.7%
  • 5 Yr Annualized Total Return 2.5%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.40%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Hartford Fundamental Growth Fund
  • Fund Family Name
    Hartford Mutual Funds
  • Inception Date
    May 24, 2001
  • Shares Outstanding
    N/A
  • Share Class
    Inst
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Francis J. Boggan

Fund Description

HFFYX - Performance

Return Ranking - Trailing

Period HFFYX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 268.1% N/A
1 Yr 6.6% -64.8% 268.1% N/A
3 Yr 8.7%* -100.0% 115.6% N/A
5 Yr 2.5%* -100.0% 58.6% N/A
10 Yr 7.1%* -12.1% 26.2% N/A

* Annualized

Return Ranking - Calendar

Period HFFYX Return Category Return Low Category Return High Rank in Category (%)
2025 N/A -100.0% 73.0% N/A
2024 N/A -76.0% 212.6% N/A
2023 N/A -65.0% 900.0% N/A
2022 N/A -87.3% 336.8% N/A
2021 N/A -60.1% 304.1% N/A

Total Return Ranking - Trailing

Period HFFYX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 268.1% N/A
1 Yr 6.6% -64.8% 268.1% N/A
3 Yr 8.7%* -100.0% 115.6% N/A
5 Yr 2.5%* -100.0% 58.6% N/A
10 Yr 7.1%* -12.1% 26.3% N/A

* Annualized

Total Return Ranking - Calendar

Period HFFYX Return Category Return Low Category Return High Rank in Category (%)
2025 N/A -100.0% 76.6% N/A
2024 N/A -30.7% 212.6% N/A
2023 N/A -65.0% 900.0% N/A
2022 N/A -87.3% 341.1% N/A
2021 N/A -60.1% 304.1% N/A

HFFYX - Holdings

Concentration Analysis

HFFYX Category Low Category High HFFYX % Rank
Net Assets 81.9 M 10 804 B N/A
Number of Holdings 63 1 17333 N/A
Net Assets in Top 10 24.8 M -7.11 B 145 B N/A
Weighting of Top 10 30.24% 0.0% 20474.3% N/A

Top 10 Holdings

  1. Apple Inc 4.28%
  2. Aflac Inc 4.04%
  3. Visa, Inc. 3.68%
  4. BlackRock Inc 3.14%
  5. Google, Inc. Class A 2.72%
  6. EMC Corporation 2.63%
  7. International Business Machines Corp 2.58%
  8. JPMorgan Chase & Co 2.40%
  9. Lowe's Companies Inc. 2.39%
  10. Cisco Systems Inc 2.38%

Asset Allocation

Weighting Return Low Return High HFFYX % Rank
Stocks 		98.02% -142.98% 259.25% N/A
Other 		1.98% -7288.76% 493.15% N/A
Preferred Stocks 		0.00% -21.20% 80.89% N/A
Convertible Bonds 		0.00% -0.37% 144.58% N/A
Cash 		0.00% -2458.20% 7388.76% N/A
Bonds 		0.00% -955.59% 2458.15% N/A

Stock Sector Breakdown

Weighting Return Low Return High HFFYX % Rank
Technology 		26.59% -26.81% 99.57% N/A
Financial Services 		17.59% -7.59% 99.69% N/A
Consumer Cyclical 		15.25% -20.80% 87.44% N/A
Healthcare 		11.37% -15.38% 100.00% N/A
Industrials 		10.59% -19.53% 93.31% N/A
Consumer Defense 		8.93% -7.54% 98.24% N/A
Energy 		5.71% -6.25% 144.83% N/A
Basic Materials 		1.99% -5.18% 96.19% N/A
Utilities 		0.00% -3.80% 94.95% N/A
Real Estate 		0.00% -8.52% 100.26% N/A
Communication Services 		0.00% -9.27% 90.02% N/A

Stock Geographic Breakdown

Weighting Return Low Return High HFFYX % Rank
US 		92.12% -142.98% 149.27% N/A
Non US 		5.90% -38.73% 159.65% N/A

HFFYX - Expenses

Operational Fees

HFFYX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.89% -2.86% 950.64% N/A
Management Fee 0.75% 0.00% 2.87% N/A
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 52000.00% N/A

Sales Fees

HFFYX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 25.00% N/A
Deferred Load N/A 0.25% 5.50% N/A

Trading Fees

HFFYX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.00% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

HFFYX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 117.00% 0.00% 5067.00% N/A

HFFYX - Distributions

Dividend Yield Analysis

HFFYX Category Low Category High HFFYX % Rank
Dividend Yield 0.00% 0.00% 84.51% N/A

Dividend Distribution Analysis

HFFYX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Monthly Annually

Net Income Ratio Analysis

HFFYX Category Low Category High HFFYX % Rank
Net Income Ratio 0.40% -46.00% 10.88% N/A

Capital Gain Distribution Analysis

HFFYX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Distributions History

View More +

HFFYX - Fund Manager Analysis

Managers

Francis J. Boggan

Start Date

Tenure

Tenure Rank

Mar 01, 2007

5.93

5.9%

Boggan senior vice president and equity portfolio manager of Wellington Management, joined the firm as an investment professional in 2001. Prior to joining the firm Boggan was previously Managing Director of Palladian Capital Management (1998-2000). He holds the Chartered Financial Analyst designation.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.01 33.52 5.37 3.25

Advertisement

×

Wait! Do you know all the important aspects of mutual funds?

×

Free Advisor Access newsletter emailed to you.

Receive free and exclusive email updates for financial advisors about best performers, news, CE accredited webcasts and more.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.