4 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 326 Large Value 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 24.79 percent over the past year, 13.06 percent over the past three years, 21.55 percent over the past five years, and 8.31 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.0%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||21.5%|
|10 Years (Annualized)||8.3%|
The investment seeks a high level of current income consistent with growth of capital. The fund invests primarily in a portfolio of common stocks. Its portfolio is broadly diversified by company and industry. Under normal market and economic conditions, at least 65% of the fund's net assets are invested in dividend paying equity securities. It tends to focus on securities of larger, well-established companies with market capitalizations similar to those of companies in the S&P 500 Index. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.
Fees are Low compared to funds in the same category.
Hartford Dividend and Growth HLS Fund has an expense ratio of 0.67 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.