2 / 5 Stars
3 4 2 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 35 Foreign Small/Mid Growth 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 25.16 percent over the past year, 11.16 percent over the past three years, 16.03 percent over the past five years, and 8.43 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.3%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||16.0%|
|10 Years (Annualized)||8.4%|
The investment seeks capital appreciation. The fund invests at least 80% of its assets in equity securities, including non-dollar securities, of foreign small-capitalization companies. It defines small capitalization companies as companies with a market capitalization within the range of the S&P EPAC SmallCap Index. The fund may invest up to 15% of its total assets in securities of companies that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets.
Fees are High compared to funds in the same category.
Hartford International Small Company Fund has an expense ratio of 2.28 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.