3 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 485 Large 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 29.26 percent over the past year, 16.63 percent over the past three years, 2.96 percent over the past five years, and 9.96 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||14.3%|
|3 Years (Annualized)||16.6%|
|5 Years (Annualized)||3.0%|
|10 Years (Annualized)||10.0%|
The investment seeks capital appreciation. The fund invests primarily in a diversified portfolio of common stocks covering a broad range of industries, companies and market capitalizations that the sub-adviser, Wellington Management Company, LLP ("Wellington Management"), believes have superior growth potential with a focus on mid to large capitalization stocks. It may invest up to 25% of its net assets in foreign issuers and non-dollar securities. The fund may trade securities actively. Wellington Management uses fundamental analysis to identify companies with accelerating operating characteristics for purchase.
Fees are High compared to funds in the same category.
Hartford Growth Opportunities HLS has an expense ratio of 0.90 percent.
Risk is High compared to funds in the same category according to Morningstar.