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HAGOX Hartford Growth Opportunities HLS IA

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Fund HAGOX Hartford Growth Opportunities HLS IA MTUM iShares Edge MSCI USA Momentum Factor  
100% 85%
Annual Fees
(0.65% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$42,637.26 $49,567.29
Est. savings over 30 yrs +$6,930.03
As of 9/30/16
1 YR RETURN 12.63%
3 YR 12.80%
5 YR 19.22%
10 YR 9.30%
1 YR RETURN 14.79%
3 YR 14.12%
5 YR --
10 YR --
The investment seeks capital appreciation. The fund invests primarily in a diversified portfolio of common stocks covering a broad range of industries, companies and market capitalizations that the sub-adviser, Wellington Management Company, LLP ("Wellington Management"), believes have superior growth potential with a focus on mid to large capitalization stocks. It may invest up to 25% of its net assets in foreign issuers and non-dollar securities. The fund may trade securities actively. Wellington Management uses fundamental analysis to identify companies with accelerating operating characteristics for purchase.
The investment seeks to track the investment results of the MSCI USA Momentum Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.

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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.

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