Hartford Small Company HLS Fund

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.

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Performance

The fund has returned 40.46 percent over the past year, 16.19 percent over the past three years, 26.43 percent over the past five years, and 10.59 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 4.5%
1 Year 40.5%
3 Years (Annualized) 16.2%
5 Years (Annualized) 26.4%
10 Years (Annualized) 10.6%

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Summary

The investment seeks growth of capital. The fund seeks its goal by investing primarily in common stocks selected on the basis of potential for capital appreciation. Under normal circumstances, its sub-adviser, Wellington Management Company, LLP, invests at least 80% of its assets in common stocks of small capitalization companies. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively. The fund defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices.

Fees

Fees are Average compared to funds in the same category.
Hartford Small Company HLS Fund has an expense ratio of 0.72 percent.

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Risk

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

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See Also:

Top Hartford Mutual Funds Funds