SEPTEMBER 24, 2024
SUPPLEMENT TO
COMBINED STATEMENT OF ADDITIONAL INFORMATION
FOR THE HARTFORD MUTUAL FUNDS, INC. AND THE HARTFORD MUTUAL FUNDS II, INC.
DATED MARCH 1, 2024, AS SUPPLEMENTED TO DATE
This Supplement contains new and additional information and should be read in connection with your Statement of Additional Information ("SAI").
(1)
Effective immediately, under the heading "Portfolio Managers - Funds Sub-Advised by Wellington Management - Other Accounts Managed or Sub-Advised by Wellington Management Portfolio Managers," the following information is added under the International Value Fund:
FUND AND PORTFOLIO MANAGER
|
|
ASSETS MANAGED
(in millions)
|
NUMBER OF
ACCOUNTS
WHERE ADVISORY
FEE IS BASED ON
ACCOUNT
PERFORMANCE
|
TOTAL ASSETS IN
ACCOUNTS WHERE
ADVISORY FEE IS
BASED ON ACCOUNT
PERFORMANCE
(in millions)
|
International Value Fund
|
Keith E. White(16)
|
|
|
|
|
Other Registered Investment Companies
|
2
|
$1,577
|
1
|
$1,484
|
Other Pooled Investment Vehicles
|
5
|
$4
|
3
|
$3
|
Other Accounts
|
0
|
$0
|
0
|
$0
|
(16)
Information is as of July 31, 2024. Effective September 24, 2024, Mr. White became a portfolio manager to the International Value Fund.
(2)
Effective immediately, under the heading "Portfolio Managers - Funds Sub-Advised by Wellington Management -Compensation of Wellington Management Portfolio Managers," the information for the MidCap Fund is deleted in its entirety and replaced with the following:
FUND
|
BENCHMARK(S) / PEER GROUPS FOR INCENTIVE PERIOD(1)
|
MidCap Fund
|
S&P MidCap 400 Index; Russell Midcap Growth Index(2)
Morningstar Mid Cap Growth
|
(2)
Effective December 31, 2024, the benchmark will change to just the Russell Midcap Growth Index.
(3)
Effective immediately, under the heading "Portfolio Managers - Funds Sub-Advised by Wellington Management - Equity Securities Beneficially Owned by Wellington Management Portfolio Managers," the following information is added:
PORTFOLIO MANAGER
|
FUND(S) SUB-ADVISED
|
DOLLAR RANGE OF EQUITY SECURITIES
BENEFICIALLY OWNED
|
Keith E. White(16)
|
International Value Fund
|
None
|
(16)
Information is as of July 31, 2024. Effective September 24, 2024, Mr. White became a portfolio manager to the International Value Fund.
(4)
Effective immediately, under the heading "Portfolio Managers - Funds Sub-Advised by Wellington Management - Equity Securities Beneficially Owned by Wellington Management Portfolio Managers," Phillip W. Ruedi is removed from the Capital Appreciation Fund additional "sleeve" portfolio manager table.
THIS SUPPLEMENT SHOULD BE RETAINED WITH YOUR SAI FOR FUTURE REFERENCE.