Hartford Mid Cap Value HLS Fund

U.S. News evaluated 109 Mid-Cap 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 30.77 percent over the past year, 15.07 percent over the past three years, 28.73 percent over the past five years, and 9.84 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 4.1%
1 Year 30.8%
3 Years (Annualized) 15.1%
5 Years (Annualized) 28.7%
10 Years (Annualized) 9.8%

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Summary

The investment seeks long-term capital appreciation. The fund normally seeks to achieve its goal by investing at least 80% of its assets in mid-capitalization companies. It defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Fees

Fees are Low compared to funds in the same category.
Hartford Mid Cap Value HLS Fund has an expense ratio of 0.85 percent.

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Risk

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

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See Also:

Top Hartford Mutual Funds Funds