# EDGAR Filing Document

**Accession Number:** 0001006415
**File Stem:** 0001193125-26-075142
**Filing Date:** 2026-2
**Character Count:** 21713
**Document Hash:** 0d0064fef8409fd14dced67af9d8f5a0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-075142.hdr.sgml**: 20260226

**ACCESSION NUMBER**: 0001193125-26-075142

**CONFORMED SUBMISSION TYPE**: 497K

**PUBLIC DOCUMENT COUNT**: 3

**FILED AS OF DATE**: 20260226

**DATE AS OF CHANGE**: 20260226

**EFFECTIVENESS DATE**: 20260226

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** HARTFORD MUTUAL FUNDS, INC
- **CENTRAL INDEX KEY:** 0001006415

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** 497K
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-02381
- **FILM NUMBER:** 26684564

**BUSINESS ADDRESS:**
- **STREET 1:** 690 LEE ROAD
- **CITY:** WAYNE
- **STATE:** PA
- **ZIP:** 19087
- **BUSINESS PHONE:** 610-386-4068

**MAIL ADDRESS:**
- **STREET 1:** 690 LEE ROAD
- **CITY:** WAYNE
- **STATE:** PA
- **ZIP:** 19087

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** HARTFORD MUTUAL FUNDS INC/CT
- **DATE OF NAME CHANGE:** 20190501

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Hartford Multi-Asset Income & Growth Fund
- **DATE OF NAME CHANGE:** 20190501

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** HARTFORD MUTUAL FUNDS INC/CT
- **DATE OF NAME CHANGE:** 19970613

## Series and Classes Contracts Data

### THE HARTFORD CAPITAL APPRECIATION FUND (Series ID: S000003604)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010038 | Class A      | ITHAX           |
| C000010040 | Class C      | HCACX           |
| C000010041 | Class Y      | HCAYX           |
| C000035178 | Class I      | ITHIX           |
| C000040984 | Class R3     | ITHRX           |
| C000040985 | Class R4     | ITHSX           |
| C000040986 | Class R5     | ITHTX           |
| C000148295 | Class R6     | ITHVX           |
| C000185725 | Class F      | HCAFX           |

![](g56290sumbluecov24.gif)

February 27, 2026

**Summary Prospectus**

**The Hartford Capital Appreciation Fund** 

---

| | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|
| **Class A** | **Class C** | **Class I** | **Class R3** | **Class R4** | **Class R5** | **Class R6** | **Class Y** | **Class F** |
| ITHAX | HCACX | ITHIX | ITHRX | ITHSX | ITHTX | ITHVX | HCAYX | HCAFX |

---

Before you invest, you may want to review the Fund's prospectus, which contains more information about the Fund and its risks. You can find the Fund's prospectus, reports to shareholders, and other information about the Fund online at http://www.hartfordfunds.com/prospectuses.html. You can also get this information at no cost by calling 1-888-843-7824 or request a copy of the prospectus by sending an e-mail to orders@mysummaryprospectus.com. The Fund's prospectus and statement of additional information dated February 27, 2026, each as may be amended, supplemented or restated, are incorporated by reference into this summary prospectus. The Fund's statement of additional information may be obtained, free of charge, in the same manner as the Fund's prospectus.

**INVESTMENT OBJECTIVE.** The Fund seeks growth of capital.

**YOUR EXPENSES.** The table below describes the fees and expenses that you may pay if you buy, hold and sell shares of the Fund. **You may pay other fees, such as brokerage commissions and other fees to financial intermediaries, which are not reflected in the table and example below.** Please contact your financial intermediary for more information regarding whether you may be required to pay a brokerage commission or other fees. 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 in The Hartford<sup>®</sup> SMART529<sup>®</sup> College Savings Plan. More information about these and other discounts is available from your financial professional and in the "How Sales Charges Are Calculated" section beginning on page 99 of the Fund's statutory prospectus. Descriptions of any financial intermediary specific sales charge waivers and discounts are set forth in Appendix A to the statutory prospectus.

**Shareholder Fees** (fees paid directly from your investment):

---

| | | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|
| Share Classes | A | C | I | R3 | R4 | R5 | R6 | Y | F |
| Maximum sales charge (load) imposed <br> on purchases (as a percentage of <br> offering price)<br>| 5.50% |  |  |  |  |  |  |  |  |
| Maximum deferred sales charge (load) <br> (as a percentage of purchase price or <br> redemption proceeds, whichever is less)<br>| None<sup>(1)</sup> <br>| 1.00% |  |  |  |  |  |  |  |

---

**Annual Fund Operating Expenses** (expenses that you pay each year as a percentage of the value of your investment):

---

| | | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|
| Share Classes | A | C | I | R3 | R4 | R5 | R6 | Y | F |
| Management fees | 0.67% | 0.67% | 0.67% | 0.67% | 0.67% | 0.67% | 0.67% | 0.67% | 0.67% |
| Distribution and service (12b-1) fees | 0.25% | 1.00% |  | 0.50% | 0.25% |  |  |  |  |
| Other expenses | 0.13% | 0.19% | 0.12% | 0.25% | 0.19% | 0.14% | 0.03% | 0.14% | 0.03% |
| Total annual fund operating expenses | 1.05% | 1.86% | 0.79% | 1.42% | 1.11% | 0.81% | 0.70% | 0.81% | 0.70% |

---

(1) Investments of $1 million or more will not be subject to a front-end sales charge, but may be subject to a 1.00% contingent deferred sales charge.

**Example.** The example below is intended to help you compare the cost of investing in the Fund with the cost of investing in other mutual funds. The example assumes that you invest $10,000 in the Fund for the time periods indicated and then, except as shown below, redeem all of your shares at the end of those periods. The example also assumes that:

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

Your investment has a 5% return each year

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

The Fund's operating expenses remain the same

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

You reinvest all dividends and distributions.

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Although your actual costs may be higher or lower, based on these assumptions your costs would be:

---

| | | | | |
|:---|:---|:---|:---|:---|
| Share Classes | Year 1 | Year 3 | Year 5 | Year 10 |
| A | &nbsp;&nbsp;&nbsp; $651 | &nbsp;&nbsp;&nbsp; $866 | &nbsp;&nbsp;&nbsp; $1098 | &nbsp;&nbsp;&nbsp; $1762 |
| C | &nbsp;&nbsp;&nbsp; $289 | &nbsp;&nbsp;&nbsp; $585 | &nbsp;&nbsp;&nbsp; $1006 | &nbsp;&nbsp;&nbsp; $2180 |
| I | &nbsp;&nbsp;&nbsp; $81 | &nbsp;&nbsp;&nbsp; $252 | &nbsp;&nbsp;&nbsp; $439 | &nbsp;&nbsp;&nbsp; $978 |
| R3 | &nbsp;&nbsp;&nbsp; $145 | &nbsp;&nbsp;&nbsp; $449 | &nbsp;&nbsp;&nbsp; $776 | &nbsp;&nbsp;&nbsp; $1702 |
| R4 | &nbsp;&nbsp;&nbsp; $113 | &nbsp;&nbsp;&nbsp; $353 | &nbsp;&nbsp;&nbsp; $612 | &nbsp;&nbsp;&nbsp; $1352 |
| R5 | &nbsp;&nbsp;&nbsp; $83 | &nbsp;&nbsp;&nbsp; $259 | &nbsp;&nbsp;&nbsp; $450 | &nbsp;&nbsp;&nbsp; $1002 |
| R6 | &nbsp;&nbsp;&nbsp; $72 | &nbsp;&nbsp;&nbsp; $224 | &nbsp;&nbsp;&nbsp; $390 | &nbsp;&nbsp;&nbsp; $871 |
| Y | &nbsp;&nbsp;&nbsp; $83 | &nbsp;&nbsp;&nbsp; $259 | &nbsp;&nbsp;&nbsp; $450 | &nbsp;&nbsp;&nbsp; $1002 |
| F | &nbsp;&nbsp;&nbsp; $72 | &nbsp;&nbsp;&nbsp; $224 | &nbsp;&nbsp;&nbsp; $390 | &nbsp;&nbsp;&nbsp; $871 |

---

If you did not redeem your shares:

---

| | | | | |
|:---|:---|:---|:---|:---|
| C | &nbsp;&nbsp;&nbsp; $189 | &nbsp;&nbsp;&nbsp; $585 | &nbsp;&nbsp;&nbsp; $1006 | &nbsp;&nbsp;&nbsp; $2180 |

---

**Portfolio Turnover.** The Fund pays transaction costs, such as commissions, when it buys and sells securities (or "turns over" its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when Fund shares are held in a taxable account. These costs, which are not reflected in annual fund operating expenses or in the example, affect the Fund's performance. During the fiscal year ended October 31, 2025, the Fund's portfolio turnover rate was 94% of the average value of its portfolio.

**PRINCIPAL INVESTMENT STRATEGY.** The Fund normally invests at least 65% of its net assets in common stocks. The Fund may invest in securities of any market capitalization, but tends to focus on medium and large companies. The Fund's portfolio managers select stocks from an investment universe populated by multiple fundamental equity investment teams at the sub-adviser, Wellington Management Company LLP ("Wellington Management"), with different investment approaches and styles. Each fundamental equity team has a distinct investment philosophy and analytical process to identify securities. The Fund's investment universe represents a wide range of investment philosophies, companies, industries and market capitalizations. The Fund's portfolio managers choose a subset of companies from the investable universe for inclusion in the portfolio to seek to create a portfolio of high conviction stocks based on the views of the fundamental equity investment teams. The Fund's portfolio managers also may invest a portion of the Fund's assets in securities that it believes may complement the Fund's total risk profile. The Fund's portfolio managers do not allocate a set percentage to any investment style or security but instead seek a flexible and diversified Fund profile. The Fund's portfolio managers also use quantitative portfolio construction tools as part of their process. Based on market or economic conditions, the Fund may, through its stock selection process, focus in one or more sectors of the market. The Fund may trade portfolio securities actively.

**PRINCIPAL RISKS.** The principal risks of investing in the Fund are described below. When you sell your shares they may be worth more or less than what you paid for them, which means that you could lose money as a result of your investment. **An investment in the Fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.** As with any fund, there is no guarantee that the Fund will achieve its investment objective.

**Market Risk –** Market risk is the risk that one or more markets in which the Fund invests will go down in value, including the possibility that the markets will go down sharply and unpredictably. Securities of a company may decline in value due to its financial prospects and activities, including certain operational impacts, such as data breaches and cybersecurity attacks. Securities may also decline in value due to general market and economic movements and trends, including adverse changes to credit markets, or as a result of other events (or threat thereof), such as geopolitical events, natural disasters, or widespread pandemics (such as COVID-19) or other adverse public health developments.

**Equity Risk –** The risk that the price of equity or equity related securities may decline due to changes in a company's financial condition and overall market and economic conditions.

**Large Cap Securities Risk –** The securities of large market capitalization companies may underperform other segments of the market because such companies may be less responsive to competitive challenges and opportunities and may be unable to attain high growth rates during periods of economic expansion.

**Mid-Cap Securities Risk –** The securities of mid-capitalization companies generally trade in lower volumes and are generally subject to greater and less predictable price changes than the securities of larger capitalization companies.

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**Active Investment Management Risk –** The risk that, if the sub-adviser's investment strategy does not perform as expected, the Fund could underperform its peers or lose money. Although the sub-adviser considers several factors when making investment decisions, the sub-adviser may not evaluate every factor prior to investing in a company or issuer, and the sub-adviser may determine that certain factors are more significant than others.

**Sector Risk –** To the extent the Fund invests more heavily in a particular sector or sectors, its performance will be especially sensitive to developments that significantly affect those sectors. Individual sectors may be more volatile, and may perform differently, from the broader market.

**Quantitative Investing Risk –** The value of securities or other investments selected using quantitative analysis can perform differently from the market as a whole or from their expected performance. This may be as a result of the factors used in the analysis, the weights placed on each factor, and changes in the historical trends of the factors.

**Active Trading Risk –** Active trading could increase the Fund's transaction costs and may increase your tax liability as compared to a fund with less active trading policies. These effects may adversely affect Fund performance.

**Large Shareholder Transaction Risk –** The Fund may experience adverse effects when certain large shareholders redeem or purchase large amounts of shares of the Fund. Such redemptions may cause the Fund to sell securities at times when it would not otherwise do so or borrow money (at a cost to the Fund), which may negatively impact the Fund's performance and liquidity. Similarly, large purchases may adversely affect the Fund's performance to the extent that the Fund is delayed in investing new cash and is required to maintain a larger cash position than it ordinarily would. These transactions may also accelerate the realization of taxable income to shareholders if such sales of investments resulted in gains, and may also increase transaction costs.

The Fund is subject to certain other risks. For more information regarding risks and investments, please see "Additional Information Regarding Investment Strategies and Risks" and "More Information About Risks" in the Fund's statutory prospectus.

**PAST PERFORMANCE.** The performance information provides some indication of the risks of investing in the Fund. Keep in mind that past performance (before and after taxes) does not indicate future results. Updated performance information is available at hartfordfunds.com. The returns for the Fund in the bar chart and table:

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

Assume reinvestment of all dividends and distributions

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

Reflect fee waivers and/or expense limitation arrangements, if any. Absent any applicable fee waivers and/or expense limitation arrangements, performance would have been lower.

The bar chart:

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

Shows how the Fund's total return has varied from year to year

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

Returns do not include sales charges. If sales charges were reflected, returns would have been lower

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

Shows the returns of Class A shares. Returns for the Fund's other classes differ only to the extent that the classes do not have the same expenses.

**Total returns by calendar year (excludes sales charges)**

![](g56290hflrbarchart.jpg)

---

| | | |
|:---|:---|:---|
| **During the periods shown in the chart above:** | **Returns** | **Quarter Ended** |
| **Best Quarter Return** | &nbsp;&nbsp; 21.93% | June 30, 2020 |
| **Worst Quarter Return** | &nbsp;&nbsp; -21.51% | March 31, 2020 |

---

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**Average Annual Total Returns.** The table below shows returns for the Fund over time compared to those of two broad-based market indices. Effective March 31, 2026, the S&P 500 Index, the Fund's current secondary performance index, will replace the Russell 3000 Index as the Fund's primary performance index and regulatory index because the Fund's investment manager believes it is more representative of the Fund's investment strategy. As of the same date, the Russell 3000 Index will serve as a secondary performance index. After-tax returns, which are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes, are shown only for Class A shares and will vary for other classes. Actual after-tax returns, which depend on an investor's particular tax situation, may differ from those shown and are not relevant to investors who hold their Fund shares through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.

**Average annual total returns for periods ending December 31, 2025 (including sales charges)** 

---

| | | | |
|:---|:---|:---|:---|
| Share Classes | 1 Year | 5 Years | 10 Years |
| Class A – Return Before Taxes | &nbsp;&nbsp; 4.29% | &nbsp;&nbsp;&nbsp;&nbsp; 7.20% | &nbsp;&nbsp;&nbsp;&nbsp; 10.36% |
| &nbsp;&nbsp;&nbsp; – Return After Taxes on Distributions | &nbsp;&nbsp; 2.68% | &nbsp;&nbsp;&nbsp;&nbsp; 5.18% | &nbsp;&nbsp;&nbsp;&nbsp; 8.09% |
| &nbsp;&nbsp;&nbsp; – Return After Taxes on Distributions and Sale of Fund Shares | &nbsp;&nbsp; 3.73% | &nbsp;&nbsp;&nbsp;&nbsp; 5.25% | &nbsp;&nbsp;&nbsp;&nbsp; 7.71% |
| **Share Classes** (Return Before Taxes) |  |  |  |
| Class C | &nbsp;&nbsp; 8.51% | &nbsp;&nbsp;&nbsp;&nbsp; 7.56% | &nbsp;&nbsp;&nbsp;&nbsp; 10.13% |
| Class I | &nbsp;&nbsp; 10.65% | &nbsp;&nbsp;&nbsp;&nbsp; 8.70% | &nbsp;&nbsp;&nbsp;&nbsp; 11.29% |
| Class R3 | &nbsp;&nbsp; 9.98% | &nbsp;&nbsp;&nbsp;&nbsp; 8.02% | &nbsp;&nbsp;&nbsp;&nbsp; 10.59% |
| Class R4 | &nbsp;&nbsp; 10.33% | &nbsp;&nbsp;&nbsp;&nbsp; 8.36% | &nbsp;&nbsp;&nbsp;&nbsp; 10.94% |
| Class R5 | &nbsp;&nbsp; 10.65% | &nbsp;&nbsp;&nbsp;&nbsp; 8.68% | &nbsp;&nbsp;&nbsp;&nbsp; 11.27% |
| Class R6 | &nbsp;&nbsp; 10.76% | &nbsp;&nbsp;&nbsp;&nbsp; 8.79% | &nbsp;&nbsp;&nbsp;&nbsp; 11.38% |
| Class Y | &nbsp;&nbsp; 10.65% | &nbsp;&nbsp;&nbsp;&nbsp; 8.68% | &nbsp;&nbsp;&nbsp;&nbsp; 11.31% |
| Class F\* | &nbsp;&nbsp; 10.78% | &nbsp;&nbsp;&nbsp;&nbsp; 8.80% | &nbsp;&nbsp;&nbsp;&nbsp; 11.37% |
| S&P 500 Index (reflects no deduction for fees, expenses or taxes) | &nbsp;&nbsp; 17.88% | &nbsp;&nbsp;&nbsp;&nbsp; 14.42% | &nbsp;&nbsp;&nbsp;&nbsp; 14.82% |
| Russell 3000 Index (reflects no deduction for fees, expenses or taxes) | &nbsp;&nbsp; 17.15% | &nbsp;&nbsp;&nbsp;&nbsp; 13.15% | &nbsp;&nbsp;&nbsp;&nbsp; 14.29% |

---

\*

Class F shares commenced operations on February 28, 2017 and performance prior to that date is that of the Fund's Class I shares. Performance prior to the inception date of Class F has not been adjusted to reflect the operating expenses of Class F.

**MANAGEMENT.** The Fund's investment manager is Hartford Funds Management Company, LLC. The Fund's sub-adviser is Wellington Management.

Portfolio Manager Title Involved with Fund Since <br> Thomas S. Simon, CFA, FRM Senior Managing Director and Portfolio Manager 2016 <br> Veenu Ramchandani, CFA Managing Director and Portfolio Manager 2022

**PURCHASE AND SALE OF FUND SHARES.** Not all share classes are available for all investors. Minimum investment amounts may be waived for certain accounts. Certain financial intermediaries may impose different restrictions than those described below.

---

| | | |
|:---|:---|:---|
| Share Classes | Minimum Initial Investment | &nbsp;&nbsp;&nbsp; Minimum<br> Subsequent<br> Investment<br>|
| Class A, Class C and Class I | &nbsp;&nbsp;&nbsp; $2,000 for all accounts except: $250, if establishing an Automatic <br> Investment Plan ("AIP"), with recurring monthly investments of at <br> least $50<br>| $50 |
| Class R3, Class R4, Class R5 and Class R6 | No minimum initial investment |  |
| Class Y | &nbsp;&nbsp;&nbsp; $250,000<br> This requirement is waived when the shares are purchased <br> through omnibus accounts (or similar types of accounts).<br>|  |
| Class F | &nbsp;&nbsp;&nbsp; $1,000,000<br> This requirement is waived when the shares are purchased <br> through omnibus accounts (or similar types of accounts).<br>|  |

---

For more information, please see the "How To Buy And Sell Shares" section of the Fund's statutory prospectus.

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You may sell your shares of the Fund on those days when the New York Stock Exchange is open, typically Monday through Friday. You may sell your shares through your financial intermediary. With respect to certain accounts, you may sell your shares on the web at hartfordfunds.com, by phone by calling 1-888-843-7824, by electronic funds transfer, or by wire. In certain circumstances you will need to write to Hartford Funds to request to sell your shares. For regular mail, please send the request to Hartford Funds, P.O. Box 219060, Kansas City, MO 64121-9060. For overnight mail, please send the request to Hartford Funds, 801 Pennsylvania Ave, Suite 219060, Kansas City, MO 64105-1307.

**TAX INFORMATION.** The Fund's distributions are generally taxable, and may be taxed as ordinary income or capital gains, unless you are investing through a tax-deferred arrangement, such as a 401(k) plan or an individual retirement account. Such tax-deferred arrangements may be taxed later upon withdrawal of monies from those arrangements.

**PAYMENTS TO BROKER-DEALERS AND OTHER FINANCIAL INTERMEDIARIES.** If you purchase shares of the Fund through a broker-dealer or other financial intermediary (such as a bank or financial professional), the Fund and its related companies may pay the intermediary for the sale of Fund shares and related services. These payments may create a conflict of interest by influencing the broker-dealer or other intermediary and your financial professional to recommend the Fund over another investment. Ask your financial professional or visit your financial intermediary's website for more information.

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8 February 27, 2026 MFSUM-CA_02272026

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