3 / 5 Stars
4 4 3 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#57 in Small Growth
U.S. News evaluated 215 Small 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 37.48 percent over the past year, 17.39 percent over the past three years, 29.66 percent over the past five years, and 8.88 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.5%|
|3 Years (Annualized)||17.4%|
|5 Years (Annualized)||29.7%|
|10 Years (Annualized)||8.9%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in common stocks of small capitalization companies. It defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices. The fund employs a multi-portfolio manager structure whereby portions of its cash flows are allocated among different portfolio management teams who employ distinct investment styles intended to complement one another. It may invest up to 20% of total assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.
Fees are Above Average compared to funds in the same category.
Hartford Small Cap Growth Fund has an expense ratio of 1.40 percent.
Risk is Average compared to funds in the same category according to Morningstar.