3 / 5 Stars
5 5 5 1 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 20.20 percent over the past year, 13.81 percent over the past three years, 21.53 percent over the past five years, and 7.94 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||21.5%|
|10 Years (Annualized)||7.9%|
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 are Low compared to funds in the same category.
Hartford Equity Income Fund has an expense ratio of 1.38 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.