Hartford Mutual Funds

Morningstar ratings indicate the expense ratio for all mutual funds at Hartford received an Average rating, including domestic (1.02%), international (1.16%), taxable bond funds (0.92%), and municipal bond funds (0.61%). Hartford's mutual funds are heavily weighted towards domestic stock funds (53.95% of assets), with taxable bonds a distant second (12.62%).

Hartford is one of the few mutual fund families reviewed that does not require a minimum investment for some of its funds, however, lower balances sometimes attract an additional account maintenance fee, usually in the range of $15 to $50 annually. Hartford offers investors a mix of mutual funds with a front load (31.92% of assets) and no-load mutual funds (68.08%). As of October 2019, the average return on the family of funds offered by Hartford was 9.79% over the last five years.

The top rated mutual funds at Hartford contains a mix of large growth stocks as well as value stocks. All funds are no load funds, while minimum investments range from $0 to $250,000. That said, below is a list of the top rated funds from Hartford:

Hartford International Value Fund Class I (HILIX)

• Assets: $2.3 billion

• Category: Large Value

• Specialty: Foreign Large Value

• Top Three Holdings: Total SA, HSBC Holdings PLC, and Royal Dutch Shell PLC

• Load: None

• Minimum Investment: $0

• Expense Ratio: 0.90%

• 5-Year Average Return: 5.55%

Hartford Core Equity (HGIYX)

• Assets: $5.5 billion

• Category: Large Blend

• Specialty: None

• Top Three Holdings: Microsoft Corp, Apple Inc, and Alphabet Inc A

• Load: None

• Minimum Investment: $250,000

• Expense Ratio: 0.45%

• 5-Year Average Return: 15.36%

Hartford Disciplined Equity (HIAGX)

• Assets: $615.8 million

• Category: Large Blend

• Specialty: None

• Top Three Holdings: Microsoft Corp, Alphabet Inc, Apple Inc

• Load: None

• Minimum Investment: $0

• Expense Ratio: 0.78%

• 5-Year Average Return: 13.15%