HighMark CA Interm Tx-Fr Bond Fid (HMITX)
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HighMark CA Interm Tx-Fr Bond Fid
Hartford Mutual Funds II Inc
P O Box 2999
Hartford CT 06104-2999
888-843-7824
Management information
Marlene Walker-Smith,Lead manager since 25 October 2020
Ms. Marlene Walker-Smith, a Director, Co-Head of Equity Index Portfolio Management, has been with Mellon Investments Corporation since 1995. Ms. Walker-Smith leads a team of portfolio managers covering domestic and international index portfolios, as well as corporate actions. Previously, she served as an equity index portfolio manager and equity trader forMellon Investments Corporation. Prior to joining the firm, Ms. Walker Smith was a trader for Banc One Investment Advisors Corporation and a brokerage services manager for Mid Atlantic Capital Corporation. She has been in the investment industry since 1990. Ms. Walker-Smith earned an MBA in finance from the University of Pittsburgh and a BA in history and Russian from Washington & Jefferson College.
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
CategoryForeign Large Blend
Fund familyHartford Mutual Funds
Net assets3.68M
YTD return13.39%
Yield2.81%
Morningstar ratingN/A1
Inception date30 May 2019
Fund operations
Last dividend0.20
Last cap gain0.00
Holdings turnover61.00%
Average for categoryN/A
Fees and expenses
ExpenseHMITXCategory average
Annual report expense ratio (net)0.44%0.92%
Prospectus net expense ratio0.44%N/A
Prospectus gross expense ratio0.58%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection172N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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