Hartford Investments Canada Corp, the manager of Hartford Mutual Funds has lowered the minimum investment for Hartford DCA Advantage Program to $5,000 from $10,000, effective immediately.
This change will enable investors to take advantage of the program in their Tax Free Savings Accounts, Hartford said Monday.
The Program pays investors a premium interest rate on money waiting to be invested on a set six-month or 12-month dollar cost averaging schedule.
Hartford also announced that effective March 4, two new series will be offered for sale. The first is a new Six-Month Series 5 of each class of DCA units of Hartford Canadian Money Market Fund, with an “Advantage Yield Rate” of 3%. The second is a new 12-Month Series 2 of each class of DCA units with an “Advantage Yield Rate” of 2%. Two existing series will no longer be available for sale after March 3, 2009. The first is the Six-Month Series 4 of each class of DCA units, with an “Advantage Yield Rate” of 5%; and the second is the 12-Month Series 1 of each class of DCA units, with an “Advantage Yield Rate” of 4%.
Delaying the rate change until after the RSP season will ensure investors who use Hartford DCA Advantage Program as part of their 2008 RSP contributions will benefit from a higher “Advantage Yield Rate.” Existing Hartford DCA Advantage Program allocations currently in their six-month and 12-month purchasing cycles will be unaffected by changes to the “Advantage Yield Rate.”
IE
Hartford lowers minimum investment for Hartford DCA Advantage Program
Change will allow investors to include program in TFSAs
- By: IE Staff
- January 12, 2009 January 12, 2009
- 13:01