4 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 321 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 30.46 percent over the past year, 16.76 percent over the past three years, 16.44 percent over the past five years, and 8.81 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||28.3%|
|3 Years (Annualized)||16.8%|
|5 Years (Annualized)||16.4%|
|10 Years (Annualized)||8.8%|
The investment seeks long-term total return. The fund invests at least 80% of its assets in equity securities of companies with market capitalizations above $2 billion. The sub-adviser, Wellington Management Company, LLP ("Wellington Management"), utilizes fundamental analysis to identify securities that provide the potential for above-average total returns and sell at below-average estimated price-to-earnings multiples. It may invest up to 20% of its net assets in the securities of foreign issuers and non-dollar securities.
Fees are Below Average compared to funds in the same category.
Hartford Value HLS Fund has an expense ratio of 0.76 percent.
Risk is Average compared to funds in the same category according to Morningstar.