3 / 5 Stars
3 4 3 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 107 Mid-Cap 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 33.91 percent over the past year, 16.40 percent over the past three years, 23.38 percent over the past five years, and 9.44 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||30.0%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||9.4%|
The investment seeks long-term capital appreciation. The fund seeks to achieve its goal by investing at least 80% of its assets in mid-capitalization companies, focusing on securities that the sub-adviser, Wellington Management Company, LLP ("Wellington Management"), believes are undervalued in the marketplace. 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 are High compared to funds in the same category.
Hartford MidCap Value Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.