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HAITX Hartford Core Equity R6

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Fund HAITX Hartford Core Equity R6
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Similarity
?
100%
Annual Fees
?
$48.63
(0.46% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$46,193.63
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 1.55%
3 YR 9.82%
5 YR 14.54%
10 YR 7.04%
Description
The investment seeks growth of capital. The fund normally invests at least 80% of its assets in common stocks. Its portfolio is broadly diversified by industry and company. The fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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