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3 / 5 Stars
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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 38 Health Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 26.98 percent over the past year, 17.72 percent over the past three years, 10.97 percent over the past five years, and 11.28 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 20.7% |
| 1 Year | 27.0% |
| 3 Years (Annualized) | 17.7% |
| 5 Years (Annualized) | 11.0% |
| 10 Years (Annualized) | 11.3% |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets in the equity securities of health care-related companies worldwide as selected by the sub-adviser. It will invest in securities of issuers located in a number of different countries throughout the world, one of which may be the United States; however, it has no limit on the amount of assets that may be invested in each country. The fund may invest in securities of companies of any market capitalization. It will be close to fully invested; cash balances normally will not exceed 10% of net assets.
Fees
Fees are Low compared to funds in the same category.
Hartford Healthcare HLS Fund has an expense ratio of 0.91 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
