3 / 5 Stars
3 4 3 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 304 World Stock 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 24.53 percent over the past year, 9.39 percent over the past three years, and 21.25 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.0%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities. It will seek to maintain some representation in each major industry represented in the MSCI All Country World Index. The fund will invest in securities of companies located in a number of different countries throughout the world, one of which may be the United States; however, it has no limit on the amount of assets that may be invested in each country. The fund may invest in securities of companies that conduct their principal business activities in emerging markets.
Fees are High compared to funds in the same category.
Hartford Global Research Fund has an expense ratio of 2.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.