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MFWire: Hartford Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Hartford Funds
5 Radnor Corporate Center
100 Matsonford Road, Suite 300
Radnor, PA  19087
Google Maps

Contact
Main Phone: 610-386-7414
Web Site: http://www.hartfordfunds.com

Mutual Fund Brand(s)
Hartford Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    The Hartford came into existence in 1810 as the Hartford Fire Insurance Company. Known for most of its history primarily as an insurance company, the firm began offering mutual funds to investors in 1996 by launching eight equity mutual funds sub-advised by institutional giant Wellington Management. The Hartford is a publicly-traded firm, independent since its parent company ITT Corporation released it in 1995.

    In 1997, The Hartford changed its name from ITT Hartford Group, Inc. to The Hartford Financial Services Group, Inc., reflecting its independence and new commitment to products besides insurance. By 2000, The Hartford Mutual Funds had become the nation's fastest growing retail fund family to reach $10 billion in assets. And in 2002 Hartford expanded into the fixed income business by buying Fortis Funds.

    In September 2009, the Hartford formed Hartford Life Distributors, a sales and distribution organization designed to distribute the firm's investment and retirement products. Kevin Connor was tapped to run the new unit, with head of sales for mutual funds, annuities, and 529 plans Bill Wolfe reporting to him.

    In April 2010, Hartford Financial Services outlined a new organizational structure that focuses on three business areas, including wealth management, of which the mutual fund business is a part. The other two business areas are commerical markets and consumer markets.

    In August 2010, Hartford appointed Jim Davey to run the mutual fund business. The following month, the company promoted Jeff Reiss to national sales manager, reporting to Davey.

    Bloomberg reported in May 2011 that Hartford was looking for buyers for its mutual fund subsidiary and hired i-bankers Goldman Sachs and UBS. 1

    Hartford reportedly halted the sales process, according to Bloomberg article on September 27, 2011. The insurer was said to be in discussions with private equity firm Clayton Dubilier & Rice LLC. Hartford put a halt to the sales process after banks have scaled back on lending for leveraged buyouts, according to the report. 2
    Hartford ultimately sold or consolidated other business lines while holding onto its growing mutual funds business. The mutual fund shop relocated to Radnor, Pennsylvania in 2012.

    Though Hartford Funds once used a second sub-advisor, fellow Hartford subsidiary Hartford Investment Management Company (HIMCO), in 2011 the mutual fund shop revealed plans to move all of its sub-advisory work to Wellington.


    1 "Hartford Financial Said to Seek Buyers for Fund Business," Bloomberg (May 12, 2011)
    2 "Hartford Said to Halt Efforts to Sell Mutual-Fund Subsidiary," Bloomberg (September 27, 2011)

    In March 2012, the Hartford decided to keep its mutual fund business but sell its bundled retirement plans, individual life and Woodbury Financial Services arms. It also decided to keep its property and casualty businesses.As part of its reorganization, the Hartford made Wellington Management Co. the sole sub-advisor for the firm's roughly 60 funds, and move the mutual fund headquarters to Radnor, Pennsylvania.

    In 2016, Davey made two big Hartford Funds strategic moves: he bought Lattice Strategies, a strategic beta ETF specialist based in San Francisco; and he took over the U.S. retail mutual fund business of Schroders [profile], a British asset manager, while keeping Schroders on as subadvisor to those funds.
    Hartford Funds logo

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    Key People:
    Jim Davey
    President, Hartford Funds
    Greg Frost
    Chief Financial Officer, Hartford Funds
    Jac McLean
    Head of Distribution, Hartford Funds
    Marty Swanson
    Chief Marketing Officer, Hartford Funds
    Vernon Meyer
    Chief Investment Officer, Hartford Funds
    Joseph Melcher
    Chief Compliance Officer, Hartford Funds
    Jamie Davis
    Head of Human Resources, Hartford Funds
    Story Archive for Hartford Funds
    Published On Story Headline Publication
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    5/29/2018 Week In Preview, May 29 - June 3 MFWire.com
    4/19/2018 Hung Hires a U.S. Distro Chief MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/20/2018 Week In Preview, February 20-25 MFWire.com
    10/2/2017 Filings For Fundsters - October 2, 2017 MFWire.com
    9/28/2017 New Fund Fuss - September 28, 2017 MFWire.com
    9/13/2017 Filings For Fundsters - September 13, 2017 MFWire.com
    7/24/2017 Week In Preview, July 24-30 MFWire.com
    7/19/2017 B-Ds Are Shifting Away From Direct Fund Biz MFWire.com
    7/3/2017 Follow the Fundsters - July 3, 2017 MFWire.com
    6/29/2017 Levinson Brings a Cohen and Steers Alum to Hartford MFWire.com
    6/14/2017 Follow the Fundsters - June 14, 2017 MFWire.com
    5/30/2017 Follow the Fundsters - May 30, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/22/2017 The New Fund Fuss - March 23, 2017 MFWire.com
    3/20/2017 Filings for Fundsters - March 20, 2017 MFWire.com
    3/6/2017 Filings for Fundsters - March 6, 2017 MFWire.com
    3/3/2017 The New Fund Fuss - March 3, 2017 MFWire.com
    2/6/2017 Eye for Earnings - February 6, 2017 MFWire.com
    1/13/2017 Filings for Fundsters - January 13, 2017 MFWire.com
    12/14/2016 Mutual Fund Milestones - December 14, 2016 MFWire.com
    11/25/2016 Filings for Fundsters - November 25, 2016 MFWire.com
    10/28/2016 Eye for Earnings - October 28, 2016 MFWire.com
    10/19/2016 Aberdeen and OpFunds Win Big in Chicago MFWire.com
    10/4/2016 The New Fund Fuss - October 4, 2016 MFWire.com
    9/29/2016 Filings for Fundsters - September 29, 2016 MFWire.com
    9/22/2016 The Smart Beta Crowd Takes Manhattan MFWire.com
    9/21/2016 Fidelity the Fund Firm, 401k Provider ... and Tourist? MFWire.com
    8/26/2016 Filings for Fundsters - August 26, 2016 MFWire.com
    8/24/2016 Here Are the Nine Fund Firms On LPL's New NTF Platform MFWire.com
    8/19/2016 Preview of LPL Focus 2016 MFWire.com
    8/15/2016 Filings For Fundsters - August 15, 2016 MFWire.com
    7/7/2016 Is Davey Done Flexing Hartford's Acquisition Muscles? MFWire.com
    6/2/2016 Dasher Transforms Schroders' U.S. Distro With a Key Partnership MFWire.com
    6/1/2016 Davey Does Hartford's 2nd Mutual Fund Deal of 2016 MFWire.com
    5/19/2016 The Hartford Buys Into the ETF Biz MFWire.com
    4/8/2016 An Original PM Leaves a $3.5B Bond Fund MFWire.com
    3/29/2016 An Asset Allocation PM Leaves a Hartford Fund MFWire.com
    2/17/2016 A Partner Leaves Wellington After 15 Years MFWire.com
    1/14/2016 After Two Decades With Wellington, a Partner Departs MFWire.com
    1/4/2016 The Top Big Equity Fund of 2015 Is ... MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    5/1/2015 Next For Eaton Vance: a WiFi-Like Alliance? MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/12/2015 Davey Benchmarks the Hartford's Fund Branding MFWire.com
    2/25/2015 A 3rd Fund Firm Catches Eaton Vance's Alternative to ETF Fever MFWire.com
    10/28/2014 The Hartford's Mutual Fund Income Jumps 16 Percent MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    12/30/2013 These Were MFWire's 13 Most Popular Stories of 2013 MFWire.com
    11/19/2013 Hartford's Reiss Hires in the West MFWire.com
    9/12/2013 Want a 30 Percent Flows Jump? Try a Sales Makeover MFWire.com
    9/4/2013 Jerry Szilagyi Scoops Up a Hartford Veteran MFWire.com
    8/30/2013 Hartford Adds a PM to a Value Fund MFWire.com
    8/22/2013 Reiss Grows Hartford Funds' Southern Presence MFWire.com
    8/8/2013 Hartford Reboots a Money Market Fund MFWire.com
    8/8/2013 Two Things to Know From Hartford's Q2 2013 Earnings MFWire.com
    6/28/2013 Two PMs Leave a Hartford Fund MFWire.com
    6/26/2013 Asset Manager Appoints Five Distribution Folk MFWire.com
    6/3/2013 Hartford Anoints a Wellington PM MFWire.com
    4/22/2013 Core Bond Funds Diverge From Their Index MFWire.com
    3/20/2013 Divisional Sales Manager Sought by a $57B Firm MFWire.com
    3/7/2013 The Hartford Kicks Off a $1B Debt Reduction Plan MFWire.com
    3/6/2013 Five Fundster Bigwigs Talk About Advisors MFWire.com
    3/4/2013 The Hartford Re-Organizes its Sales Force MFWire.com
    2/21/2013 Bloomberg Puts a Fund Fees Suit Under the Microscope MFWire.com
    2/13/2013 The Hartford Settles $100K Fine with Finra MFWire.com
    2/11/2013 Putnam, Pimco and Hartford Top a 2012 List MFWire.com
    2/6/2013 Three Things to Know from The Hartford's Earnings MFWire.com
    1/22/2013 An Eaton Vance Exec Takes a Top Spot at Hartford MFWire.com
    1/4/2013 Jim Davey Brings a Janus Bigwig to Hartford MFWire.com
    1/2/2013 The Hartford Shakes Up Fund Biz, a Bit MFWire.com
    12/27/2012 M* Unveils 38 Fundster Medalists MFWire.com
    12/20/2012 An Excessive-Fee Case Against the Hartford Moves Forward MFWire.com
    12/7/2012 Is Your Shop on The Nice List or the Naughty One? MFWire.com
    11/6/2012 Dodge & Cox Tops M* Ranking of Fund Firms MFWire.com
    10/22/2012 The Hartford Works On Its Mutual Fund Pitch MFWire.com
    10/5/2012 Reorg Done, Hartford Hungers for Retail Growth MFWire.com
    8/31/2012 As Summer Ends, Where Do Two 401k Deals Stand? MFWire.com
    5/23/2012 Davey Boosts a Key Channel for the Hartford MFWire.com
    4/27/2012 Hartford Sells Annuity Sales MFWire.com
    3/29/2012 Davey Confirms Radnor Move for Hartford Funds MFWire.com
    3/28/2012 Hartford's Plans Worry Simsbury Residents MFWire.com
    3/26/2012 Hartford Offers Levenson $2 Million Bonus MFWire.com
    3/21/2012 Hartford Execs Will "Try to Double" Their Mutual Fund Biz MFWire.com
    3/21/2012 Hartford's Keeping its Mutual Funds MFWire.com
    2/8/2012 The Hartford Unveils a Down Mutual Fund Quarter MFWire.com
    12/8/2011 Hartford Doubles Down With Wellington MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    11/4/2011 Hartford Suffers Fund Outflows MFWire.com
    10/19/2011 Hartford Names a McGreevey Successor MFWire.com
    9/28/2011 Hartford's Funds May No Longer Be On the Block MFWire.com
    6/28/2011 Will Hartford Sell Its Mutual Funds to an Ex-Parent of Van Kampen? MFWire.com
    5/23/2011 Hartford Sells Another 'Non-Core' Biz MFWire.com
    5/20/2011 Why Would Hartford Sell? MFWire.com
    5/13/2011 Analysts React to Hartford Sale Talk MFWire.com
    5/12/2011 Is Hartford Selling its Mutual Fund Business? MFWire.com
    12/7/2010 Hartford is Hiring Wholesalers MFWire.com
    11/23/2010 A Mutual Fund Exec is Moving on from Hartford MFWire.com
    11/3/2010 Hartford Sees a Drop in Prop. MF Assets MFWire.com
    10/5/2010 DWS Pries Diamond Away from UBS MFWire.com
    9/24/2010 Hartford Wants to Dive Into ETFs MFWire.com
    9/9/2010 Hartford Names its Mutual Fund Sales Chief MFWire.com
    8/25/2010 Hartford Restructures its Sales Force MFWire.com
    8/23/2010 Hartford Names its Mutual Fund Chief MFWire.com
    7/16/2010 Hartford Adds More to Wellington's Plate MFWire.com
    7/14/2010 Hartford Cuts Fees on 36 Funds MFWire.com
    7/7/2010 Hartford Taps an Ex-Neuberger PM MFWire.com
    6/30/2010 The Hartford Mutual Funds Report to a New Old Chief MFWire.com
    6/1/2010 Openings and Closings: June 1, 2010 MFWire.com
    5/10/2010 A Fund Firm's Parent Turns 200 MFWire.com
    4/30/2010 Hartford Boosts Mutual Fund AUM by 40 Percent MFWire.com
    4/1/2010 Hartford Unveils a New Org Structure MFWire.com
    3/22/2010 Fund Managers Weigh in on Health-Care Stocks MFWire.com
    2/9/2010 Hartford Chalks Up More than $3 Billion of Fund Deposits for the Third Straight Quarter MFWire.com
    12/17/2009 The Hartford Revamps a Fund MFWire.com
    11/4/2009 Q3 Net Sales are Down 4 Percent at Hartford MFWire.com
    10/21/2009 Two Hartford Funds Get Hitched MFWire.com
    9/10/2009 Hartford Moves to Bolster Distribution MFWire.com
    9/1/2009 Hartford Reopens Another Long-Closed Fund MFWire.com
    8/25/2009 Hartford is On Fund Track to $100 Billion MFWire.com
    8/17/2009 Hartford Preps a Strategic Marketing Push for its Fund Arm MFWire.com
    7/30/2009 The Hartford's Q2 Fund Deposits Drop By A Billion Year-Over-Year MFWire.com
    7/21/2009 Hartford Slims Down Again MFWire.com
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