3 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 481 Large Blend 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 25.26 percent over the past year, 14.32 percent over the past three years, 17.43 percent over the past five years, and 9.19 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.4%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||9.2%|
The investment seeks growth of capital. The fund normally invests at least 65% of its net assets in common stocks of small, medium and large companies. It may also invest up to 35% of its net assets in equity securities of foreign issuers and non-dollar securities, including companies that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets. The fund may trade securities actively.
Fees are Above Average compared to funds in the same category.
Hartford Capital Appreciation HLS Fund has an expense ratio of 0.92 percent.
Risk is High compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-06-11
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 3 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-06-11
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-06-11