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Mutual Fund Sales Charges | Eaton Vance

Mutual Fund Sales Charges. The following page provides information about the different classes of shares offered by the Eaton Vance Funds and any sales charge applicable to each class. For the classes of shares offered by a particular Fund, please...

https://funds.eatonvance.com/sales-c... 

Sales Charges Information March 2021 - Hartford Funds

1 Sales Charges Information – Hartford Mutual Funds Classes of Shares INVESTOR REQUIREMENTS This section describes investor requirements for each class of shares offered by Hartford mutual funds.1 Each Hartford Fund mutual fund (each a “Fund...

https://www.hartfordfunds.com/dam/en... 

Funds

Class A shares with sales charges performance reflects the maximum 5.5% sales charge, with the following exceptions: Class A shares of Hartford Emerging Markets Local Debt, Hartford High Yield, Hartford Inflation Plus, Hartford Municipal Opportuni...

https://www.hartfordfunds.com/funds.... 

Top 74 Hartford Funds

Top 74 Hartford Funds

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Account Access - Hartford Funds

Account Access - Hartford Funds

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Hartford AARP Balanced Retirement Fund

You may qualify for sales charge discounts for Class A shares if you and your family invest, or agree to invest in the future, at least $50,000 in certain classes of Hartford mutual funds or 529 plans for which Hartford Funds Management Company, L...

https://www.sec.gov/Archives/edgar/d... 

SEC.gov | HOME

(1) For investments over $500,000, a 1.00% maximum deferred sales charge may apply. (2) Effective January 1, 2011, 0.75% of the Distribution and Service (12b-1) fees for Class B shares is being waived.As a result, the net operating expenses attrib...

https://www.sec.gov/Archives/edgar/d... 

Hartford Funds

65 total results found. SEE ALL RESULTS. Source: Hartford Funds and Morningstar. As of 10/31/21. For the 1, 5, and 10-year periods, 24 out of 58, 34 out of 49, and 31 out of 40 products outperformed their respective Morningstar category averages. ...

http://www.hartfordfunds.com/ 

Hartford Capital Appreciation Fund (ITHAX) Fees

Total Cost Projections. Found in a fund's prospectus, these figures show how much an investor would expect to pay in expenses-sales charges and fees assuming a $10,000 investment that grows by 5 ...

https://money.usnews.com/funds/mutua... 

Top 77 Hartford Funds

Dec 01, 2021  · Hartford Funds. Hartford is a company that sells mutual funds with $158,586M in assets under management. The average expense ratio from all mutual funds is 0.93%. 78.18% of all the mutual funds are no load funds. The...

https://mutualfunds.com/fund-company... 

Hartford Strategic Income Fund (HSNAX) Fees

Total Cost Projections. Found in a fund's prospectus, these figures show how much an investor would expect to pay in expenses-sales charges and fees assuming a $10,000 investment that grows by 5 ...

https://money.usnews.com/funds/mutua... 

Vanguard Institutional Index Fund (Institutional Shares)

Such sales charges would lower performance. It is possible to lose money investing in securities. Past performance is not indicative of future performance and short periods of performance may be particularly unrepresentative of long-term performan...

https://www.retirement.prudential.co... 

Hartford Schroders ESG US Equity ETF - Institutional ...

The investment adviser to each of the Hartford Schroders mutual funds is Hartford Funds Management Company, LLC. ... Our sales team is available to discuss with you any investment options and opportunities you might be interested in. ... Please co...

https://www.schroders.com/en/us/inst... 

Hartford Funds Product Update – December 2021

Dec 01, 2021  · Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund , or ETF summary prospectus and/or prospectus, whi...

https://www.hartfordfunds.com/about-... 

Account Access - Hartford Funds

Pre-Sales Support. Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET ... As a Hartford Funds account owner, you have the ability to access your account online. ... Investors should carefully consider a fund's investm...

https://www.hartfordfunds.com/accoun... 

Hartford Funds Launches Its First Sustainable Investing ...

Sep 22, 2021  · About Hartford Funds Founded in 1996, Hartford Funds is a leading asset manager, which provides mutual funds, ETFs, and 529 college savings plans. Using its human-centric investing approach, Hartford Funds creates st...

https://ca.finance.yahoo.com/news/ha... 

9 important things you should know about Hartford Mutual ...

Nov 24, 2021  · Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.5%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end...

https://www.askfinny.com/posts/mutf-... 

Hartford Funds

Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and ...

https://www.secureaccountview.com/BF... 

Hartford Funds Enters ESG ETF Market

Aug 11, 2021  · About Hartford Funds Founded in 1996, Hartford Funds is a leading asset manager, which provides mutual funds, ETFs, and 529 college savings plans. Using its human-centric investing approach, Hartford Funds creates st...

https://sg.finance.yahoo.com/news/ha... 

Sales Charge/Commission Schedule - Financial Professionals

Sep 30, 2021  · You don’t pay a front-end sales charge when you buy Class C shares, but you may pay a CDSC when you sell Class C shares. Class C share maximum investment is $999,999, with the exception of the Tax Exempt funds, for...

https://www.columbiathreadneedleus.c... 

SALES CHARGES AND COMMISSION SCHEDULE*

4 Intermediate Tax Free Fund, High Yield Municipal Bond Fund, Short Duration Tax Free Fund. Class T Shares. If you buy Class T shares, you pay a sales charge at the time of purchase on investments that do not qualify for a sales charge waiver as d...

https://www.lordabbett.com/content/d... 

Hartford Schroders Emerging Markets Equity Fund Class SDR

Hartford Schroders Emerging Markets Equity Fund Class SDR A Mutual Fund Second Quarter 2021 Fund Fact Sheet - Page 3 of production. For mutual funds, the fund company may have more recent data available on its website. Price corrections that impac...

https://www.retirement.prudential.co... 

Hartford Funds - Mutual Fund Center

Sales Charge: Available to New Shareholders: Available to Existing Shareholders: Exchange In Eligible: Foreign Purchase Eligible: Hartford Funds: ... HARTFORD INTERNAT- Mutual Fund - L SMALL CO CLASS A: 416645158: HNSAX: Mutual Fund Foreign Stock ...

http://www.mutualfundcenter.com/mutu... 

When Should You Buy Mutual Fund Class C Shares?

Jun 30, 2021  · Class-C mutual fund shares charge a level sales load set as fixed percentage assessed each year. This can be contrasted with front-load shares …

https://www.investopedia.com/terms/c... 

HARTFORD MUTUAL FUNDS II INC

You may qualify for sales charge discounts for Class A shares if you and your family invest, or agree to invest in the future, at least $50,000 in certain classes of Hartford mutual funds or 529 plans for which Hartford Funds Management Company, L...

https://www.sec.gov/Archives/edgar/d... 

Hartford Funds Enters ESG ETF Market

Aug 11, 2021  · Excluding affiliated funds of funds, as of March 31, 2021, Hartford Funds’ investment advisory business had approximately $145.2 billion in discretionary and non-discretionary assets under ...

https://finance.yahoo.com/news/hartf... 

Mutual Fund Profiles

Some mutual funds sold through TD Ameritrade impose a charge on the purchase of shares, called a “sales load.” An investor may be able to purchase fund shares through TD Ameritrade without paying a front-end sales load, but an investor may be ...

https://research.tdameritrade.com/gr... 

The Hartford Strategic Income Fund ... - Mutual Fund Results

Oct 31, 2021  · NAV. $9.06 12/2/2021. NAV. The dollar value of one mutual fund's share, excluding any sales charges or redemption fees. The NAV is calculated by subtracting liabilities from the value of a fund's total assets and div...

https://fundresearch.fidelity.com/mu... 

Hartford Funds Debuts Commodity ETF

Sep 15, 2021  · The new fund brings Hartford’s family of ETFs to 13 in total, with total assets under management of $4.3 billion. Contact Heather Bell at [email protected] Recommended Stories

https://finance.yahoo.com/news/hartf... 

HGHAX - The Hartford Healthcare Fund Class A | Fidelity ...

Oct 31, 2021  · NAV. $43.04 11/26/2021. NAV. The dollar value of one mutual fund's share, excluding any sales charges or redemption fees. The NAV is calculated by subtracting liabilities from the value of a fund's total assets and d...

https://fundresearch.fidelity.com/mu... 

Contingent Deferred Sales Charge (CDSC) Fee Explained

Sep 28, 2020  · For mutual funds with share classes that determine when investors pay the fund's load or sales charge, Class-B shares carry a contingent deferred sales charge during a five- …

https://www.investopedia.com/terms/c... 

ITHAX - The Hartford Capital Appreciation Fund Class A ...

The dollar value of one mutual fund's share, excluding any sales charges or redemption fees. The NAV is calculated by subtracting liabilities from the value of a fund's total assets and dividing it by the number of fund's shares outstanding. Close...

https://fundresearch.fidelity.com/mu... 

Sales Charge Definition - investopedia.com

Nov 05, 2020  · A sales charge is an additional fee paid by an investor that is used to compensate the broker or salesman for effecting that transaction. In mutual funds, the …

https://www.investopedia.com/terms/s... 

Hartford Small Company HLS Fund Class IA HIASX

adjusted for load, sales charge, or taxes. Return % Fund Comparison 1,2 This section compares the fund to its benchmark and alternatives from our Mutual Fund OneSource Select List. Fund Name Inception Ticker Exp Ratio 1 Year 3 Year 5 Year10 Year S...

https://www.schwab.wallst.com/Prospe... 

The Hartford Balanced Income Fund Class A Schwab Mutual ...

adjusted for load, sales charge, or taxes. Return % Fund Comparison 1,2 This section compares the fund to its benchmark and alternatives from our Mutual Fund OneSource Select List. Fund Name Inception Ticker Exp Ratio 1 Year 3 Year 5 Year10 Year S...

https://www.schwab.wallst.com/Prospe... 

Explore our fund lineup | John Hancock Investment Mgmt

Sales charge figures for Class A shares reflect the maximum sales charge, which is 5.0% for equity and alternative funds, 4.5% for asset allocation funds, and 4.0% for fixed-income funds, with the following exceptions: John Hancock Absolute Return...

https://www.jhinvestments.com/invest... 

Sales Charges, Fees & Flexible Pricing Alternatives | MFS

Sales Charges and Fees. Flexible Pricing Options (PDF) MFS provides a number of flexible pricing alternatives. You should consider your client's financial needs, goals, and risk tolerance before making any investment recommendations. This publicat...

https://www.mfs.com/en-us/investment... 

Mutual Funds | FINRA.org

All mutual funds charge fees and expenses, some of which you pay directly (like sales charges and redemption fees) and others that come out of the fund's assets (to pay for such things as managing the fund’s portfolio, or marketing and distribut...

https://www.finra.org/investors/lear... 

Hartford Funds’ First Semi-Transparent ETF Will Target ...

Nov 10, 2021  · WAYNE, Pa., November 10, 2021--Hartford Funds announced today the listing of its first actively managed, semi-transparent exchange-traded fund …

https://finance.yahoo.com/news/hartf... 

Hartford Small Company Fund (IHSAX) Fees

Total Cost Projections. Found in a fund's prospectus, these figures show how much an investor would expect to pay in expenses-sales charges and fees assuming a $10,000 investment that grows by 5 ...

https://money.usnews.com/funds/mutua... 

Hartford Funds Enters ESG ETF Market | Business Wire

Aug 11, 2021  · About Hartford Funds Founded in 1996, Hartford Funds is a leading asset manager, which provides mutual funds, ETFs, and 529 college savings plans. Using its …

https://www.businesswire.com/news/ho... 

Hartford International Value Fund (HILAX) Fees

Total Cost Projections. Found in a fund's prospectus, these figures show how much an investor would expect to pay in expenses-sales charges and fees assuming a $10,000 investment that grows by 5 ...

https://money.usnews.com/funds/mutua... 

Hartford Small Cap Growth Fund Class Y HSLYX

Oct 31, 2021  · For each of these trade orders placed through a broker, a $25 service charge applies. Funds are also subject to management fees and expenses. Trades in no-load mutual funds available through Mutual Funds OneSource se...

https://www.schwab.wallst.com/Prospe... 

Hartford Emerging Markets Equity Fund (HERYX) Fees

Total Cost Projections. Found in a fund's prospectus, these figures show how much an investor would expect to pay in expenses-sales charges and fees assuming a $10,000 investment that grows by 5 ...

https://money.usnews.com/funds/mutua... 

Hartford Funds Launches Its First Commodity-Focused ETF

Sep 15, 2021  · Excluding affiliated funds of funds, as of June 30, 2021, Hartford Funds’ investment advisory business had approximately $153.8 billion in discretionary and non-discretionary assets under ...

https://finance.yahoo.com/news/hartf... 

HGXIX - Hartford Global Impact Fund Class I | Fidelity ...

The dollar value of one mutual fund's share, excluding any sales charges or redemption fees. The NAV is calculated by subtracting liabilities from the value of a fund's total assets and dividing it by the number of fund's shares outstanding. Close...

https://fundresearch.fidelity.com/mu... 

The Hartford MidCap Fund Class Y HMDYX - schwab.wallst.com

Oct 31, 2021  · For each of these trade orders placed through a broker, a $25 service charge applies. Funds are also subject to management fees and expenses. Trades in no-load mutual funds available through Mutual Funds OneSource se...

https://www.schwab.wallst.com/Prospe... 

3 Hartford Mutual Funds You Should Grab Today

Feb 08, 2021  · Hartford Funds, a segment of The Hartford Financial Services Group, Inc., had total assets worth $123.7 billion under management (as of Sep 30, 2020).The company claims to …

https://finance.yahoo.com/news/3-har... 

Form N-14/A HARTFORD MUTUAL FUNDS

After the Reorganization, the Target Fund’s shareholders will have the opportunity to exchange into other Hartford mutual funds without incurring a sales charge or redemption or exchange fee ...

https://www.streetinsider.com/SEC+Fi... 

Hartford Core Equity Fund Class R6

Hartford Core Equity Fund Class R6: A Mutual Fund Third Quarter 2021 Fund Fact Sheet - Page 3 12b-1 Fee An annual marketing or distribution fee on a mutual fund. The 12b-1 fee is considered an operational expense and, as such, is included in a fun...

https://www.retirement.prudential.co... 

Hartford Funds - secureaccountview.com

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services are provided by Hartford Funds Management Company, LLC (HFMC) ...

https://www.secureaccountview.com/BF... 

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