American Funds Global Small Cap HLS Fund

Class Other (HVSBX)

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Performance

The fund has returned 19.88 percent over the past year, 7.54 percent over the past three years, 20.17 percent over the past five years, and 8.71 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 3.3%
1 Year 19.9%
3 Years (Annualized) 7.5%
5 Years (Annualized) 20.2%
10 Years (Annualized) 8.7%

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Summary

The investment seeks growth of capital over time. The fund invests all of its assets in Class 1 shares of the Global Small Capitalization FundSM, a series of the American Funds Insurance Series. Normally, the Master Fund invests at least 80% of its assets in growth-oriented common stocks and other equity type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, measured at the time of purchase. However, the Master Fund's holdings of small capitalization stocks may fall below the 80% threshold due to subsequent market action.

Fees

Fees are Average compared to funds in the same category.
American Funds Global Small Cap HLS Fund has an expense ratio of 0.58 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