3 / 5 Stars
2 2 1 1 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.71 percent over the past year, 9.34 percent over the past three years, 12.89 percent over the past five years, and 6.11 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||12.9%|
|10 Years (Annualized)||6.1%|
The investment seeks long-term capital appreciation. The fund seeks its goal through investment in a combination of domestic and international equity funds, and generally with a small portion of assets in multi-asset and fixed income funds. Under normal market conditions, the sub-adviser, Wellington Management Company, LLP ("Wellington Management"), adjusts the fund's investments in the underlying funds to achieve approximately 80% of assets in equity funds and approximately 20% of assets in fixed income funds, although these percentages will increase or decrease from time to time by up to 10%.
Fees are Low compared to funds in the same category.
Hartford Growth Allocation Fund has an expense ratio of 1.42 percent.
Risk is Average compared to funds in the same category according to Morningstar.