Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Sunday, December 27, 2009, 10:24AM ET - U.S. Markets Closed. Dow Up 0.51% Nasdaq Up 0.71%
American Funds Global Small Cap HLS IB (HVSBX)On Dec 24: 8.06  Up 0.04 (0.50%)  
MORE ON HVSBX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
American Funds Global Small Cap HLS IB
P O Box 2999 Hartford CT 06104-2999
Map
Phone: 800-862-6668
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:World Stock
Fund Family:Hartford Mutual Funds
Net Assets:57.10M
Year-to-Date Return:54.79%
Yield:0.05%
Morningstar Rating:3 stars
Fund Inception Date:01-May-08
MORNINGSTAR STYLE BOX 
World Stock
[View Category Definition]
View Top World Stock Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Gordon Crawford
Lead Manager since 01-May-08
Crawford is a senior vice President for Capital Research and Management Company with portfolio manager and research analyst responsibilities.
INVESTMENT INFORMATION 
Min Initial Investment:$0
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:NaN
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
HVSBX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks growth of capital. The fund is a feeder fund. The Master fund invests at least 80% of assets in equity securities of companies with small market capitalizations, measured at the time of purchase. CRMC currently defines "small market capitalization" companies to be companies with market capitalizations of $3.5 billion or less. It may also invest up to 10% of assets in straight debt securities rated Baa or below by Moody's and BBB or below by S&P or in unrated securities that are determined to be of equivalent quality.
FUND OPERATIONS 
Last Dividend (27-Aug-09): 0.00
Last Cap Gain (27-Aug-09): 0.05
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 91.16%
FEES & EXPENSES 
ExpenseHVSBXCategory
Avg
Total Expense Ratio:% 1.50%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.33%
Max Deferred Sales Load:% 2.55%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$722
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,127
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,262
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials