5 Strong Buy Hartford Mutual Funds To Boost Your Return

Hartford Stock HLS IA (HSTAX - MF report) seeks capital appreciation over the long run. Though HSTAX invests in equity securities of companies irrespective of their market capitalization, it invests a significant portion of its assets in securities of companies with market capitalization similar to those listed on the Russell 1000 Index. HSTAX may also invest a maximum of 20% of its assets in securities of companies located in foreign lands. Hartford Stock HLS IA has a three-year annualized return of 10.7%.

Donald J. Kilbride is the fund manager of HSTAX since 2012.

Hartford Small Cap Growth HLS IA (HISCX - MF report) invests the lion’s share of its assets in common stocks of small-cap companies with impressive growth potential. Not more than 20% of its assets may get invested in securities of non-U.S. companies. Hartford Small Cap Growth HLS IA has a three-year annualized return of 8.7%.

HISCX has an expense ratio of 0.65% as compared to the category average of 1.30%.

Hartford Balanced Income R5 (HBLTX - MF report) seeks current income. HBLTX invests around 45% of its assets in equity securities and the rest in fixed income producing securities. The fund primarily focuses on investing the equity portion of its assets in common stocks of companies with market capitalization of more than $2 billion and impressive dividend paying abilities. Though HBLTX generally invests in quality debt securities, it may also invest a maximum of 20% of the fixed income portion of its assets in securities that are rated non-investment grade. Hartford Balanced Income R5 has a three-year annualized return of 6.3%.

As of April 2016, HBLTX held 1,443 issues, with 7.08% of its assets invested in Us 5yr Note (Cbt) Jun16 Xcbt 20160630.

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