| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
4
5
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
U.S. News evaluated 328 Large Value 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 26.52 percent over the past year, 16.67 percent over the past three years, and 6.22 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.8% |
| 1 Year | 26.5% |
| 3 Years (Annualized) | 16.7% |
| 5 Years (Annualized) | 6.2% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks a high level of current income consistent with growth of capital. Under normal circumstances, the fund seeks to achieve its goal by investing at least 80% of its assets in equity securities. It invests primarily in equity securities of companies with market capitalizations above $2 billion. At the time of investment, every equity security in which the fund invests must pay a dividend or be expected to pay a dividend within the next 12 months. It may invest up to 20% of its total assets in the securities of foreign issuers and non-dollar securities.
Fees
Fees are Average compared to funds in the same category.
Hartford Equity Income Fund has an expense ratio of 2.00 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
