Hartford Real Asset Y (HRLYX)
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As of 08:06AM EDT. Market open.
Hartford Real Asset Y
Hartford CT 06115
Itt Hartford Group NC P O Box 2999
HARTFORD MUTUAL FUNDS INC/CT
8008626668
Management information
Nicholas J Petrucelli,Lead manager since 28 February 2021
As a portfolio manager, Nick is responsible for developing and managing multi-asset opportunistic and inflation hedging portfolios. Nick’s investment philosophy is contrarian in nature, and combines the discipline of systematic frameworks with long-term thematic research and fundamental insights from across Wellington’s investment platform. In addition, Nick has a background in Strategic Asset Allocation and is the author of numerous research papers on portfolio construction and thematic/macro investment opportunities.
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Allocation
Fund familyHartford Mutual Funds
Net assets96.76M
YTD return3.68%
Yield4.21%
Morningstar rating★★★
Inception date27 Feb 2022
Fund operations
Last dividend0.38
Last cap gain-82.00
Holdings turnover171.00%
Average for categoryN/A
Fees and expenses
ExpenseHRLYXCategory average
Annual report expense ratio (net)2.01%1.00%
Prospectus net expense ratio2.01%N/A
Prospectus gross expense ratio2.27%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.06%
Max deferred sales loadN/A1.35%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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