4 / 5 Stars
5 5 4 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#35 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth 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 31.74 percent over the past year, 16.35 percent over the past three years, 20.29 percent over the past five years, and 11.06 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.8%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||20.3%|
|10 Years (Annualized)||11.1%|
The investment seeks long-term growth of capital. The fund invests at least 80% of its assets in common stocks of mid-capitalization companies. It favors high-quality companies. The key characteristics of high-quality companies include a leadership position within an industry, a strong balance sheet, a high return on equity, and/or a strong management team. The fund defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices. It may invest up to 20% of its total assets in securities of foreign issuers and non-dollar securities.
Fees are Low compared to funds in the same category.
Hartford Mid Cap Fund has an expense ratio of 1.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.