The Hartford Healthcare Fund Class R4

 (MUTF:HGHSX)   Watch this mutual fund  
Find more results for MUTF:HGHSX

Performance

Trailing returns

1 day
   
-1.28%  
1 week   +0.08%
   
4 week
   
-3.76%  
3 month   +4.09%
   
YTD   +18.08%
   
1 year   +11.68%
   
3 years*   +11.33%
   
5 years*   +19.01%
   
*annualized
Best 3 month return+16.48%  
Worst 3 month return-29.83%  

Morningstar statistics

Morningstar category: Health
  Return Risk Rating
3 years Above Average Average
5 years Above Average Average
10 years Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.54B 
Front load-  
Deferred load-  
Expense ratio1.31%  
Management fee-  
Fund familyHartford Mutual Funds 

Asset allocation

Cash0.00%  
Stocks95.33%  
Bonds4.53%  
Other0.14%  

Purchase information

Initial$0  
36.75-0.15(-0.41%)
Aug 17, 8:00PM EDT Overall Morningstar RatingTM

Description

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 focus of the fund's investment process is stock selection through fundamental analysis.
Fund filings (PDF) »
Asset managers:
Ann Gallo (Started: May 1, 2000)
Jean Hynes (Started: May 1, 2000)
Robert Deresiewicz (Started: Dec 31, 2004)
Advisor Company:
Hartford Funds Management Company, LLC
Fund family reports on Morningstar »
Hartford Mutual Funds, Itt Hartford Group NC P O Box 2999, Hartford CT 06115, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -19.67 7.26 9.08 8.60
Beta* 2.08 0.96 0.93 0.74
Mean annual return 1.07 1.13 1.60 1.07
R-squared* 43.36 41.85 41.71 57.35
Standard deviation 14.52 15.95 14.42 16.67
Sharpe ratio 0.84 0.83 1.32 0.74
* Against standard index

Top 10 holdings

Security Net Assets  
UnitedHealth Group Inc (UNH) 5.80%  
Medtronic PLC (MDT) 5.15%  
Morgan Stanley Govt Port 8302 Morgan Stanley Govt Port 8302 4.53%  
Allergan PLC (AGN) 4.44%  
Bristol-Myers Squibb Company (BMY) 3.90%  
Celgene Corp (CELG) 3.88%  
Boston Scientific Corp (BSX) 2.98%  
Eli Lilly and Co (LLY) 2.80%  
Abbott Laboratories (ABT) 2.57%  
Stryker Corp (SYK) 2.56%