4 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 222 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 29.18 percent over the past year, 14.44 percent over the past three years, 20.88 percent over the past five years, and 10.36 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||20.9%|
|10 Years (Annualized)||10.4%|
The investment seeks long-term capital growth. The fund seeks its goal by investing primarily in stocks selected by the sub-adviser, Wellington Management Company, LLP. It normally invests at least 80% of its assets in common stocks of mid-capitalization companies. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities. It favors high-quality companies. 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.
Fees are High compared to funds in the same category.
Hartford Mid Cap HLS Fund has an expense ratio of 0.96 percent.
Risk is Average compared to funds in the same category according to Morningstar.