4 / 5 Stars
Zacks Investment Research
Standard & Poor's
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 26.21 percent over the past year, 10.86 percent over the past three years, and 23.18 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.2%|
|3 Years (Annualized)||10.9%|
|5 Years (Annualized)||23.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities. It seeks to achieve its goal by investing primarily in equity securities of companies in a broad range of countries, industries and market capitalizations worldwide. The fund will typically seek to maintain some representation in each major industry represented in the MSCI All Country World Index. The MSCI All Country World Index is currently comprised of forty-five countries. It will invest in securities of companies located in a number of different countries throughout the world, one of which may be the United States.
Fees are Above Average compared to funds in the same category.
Hartford Global Research HLS Fund has an expense ratio of 1.04 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.