Hartford Value HLS Fund

Scorecard
4 / 5 Stars
Lipper
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Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
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TheStreet.com
C+ (Hold)

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.

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Performance

The fund has returned 22.89 percent over the past year, 12.90 percent over the past three years, 21.70 percent over the past five years, and 8.30 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.3%
1 Year 22.9%
3 Years (Annualized) 12.9%
5 Years (Annualized) 21.7%
10 Years (Annualized) 8.3%

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Summary

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

Fees are Low compared to funds in the same category.
Hartford Value HLS Fund has an expense ratio of 0.76 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Hartford Mutual Funds Funds