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Hartford MidCap B (HAMBX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford MidCap B (HAMBX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Hartford MidCap B Fund (HAMBX) ManagerFund Manager - Mark A. Whitaker

Fund Manager Information

Fund Manager Tenure: 9.2 years
Fund Family: Hartford Mutual Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

 

Graph of Hartford MidCap B Fund (HAMBX) ProfileHartford MidCap B Fund (HAMBX) Profile

Fund Profile and Description

Hartford MidCap B Fund seeks long-term growth of capital. Hartford MidCap B Fund invests primarily in stocks selected by the sub-advisor on the basis of potential for capital appreciation. Normally it invests at least 80% of assets in common stocks of mid-capitalization companies. Hartford MidCap B Fund may invest up to 20% of total assets in securities of foreign issuers and non-dollar securities. It favors high-quality companies. Mid-capitalization companies are companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices.

 

Hartford MidCap B (HAMBX) Fund Strength What we like about Hartford MidCap B (HAMBX) Fund

Data for Hartford MidCap B Fund (HAMBX) as of May 30, 2016

  • Hartford MidCap B Fund (HAMBX) management has been with Hartford MidCap B Fund for 9.2 years
  • Hartford MidCap B Fund (HAMBX) has good short-term performance (1-year return -1.84% vs -5.73% Mid-Cap Growth category median performance)
  • Hartford MidCap B Fund (HAMBX) has good mid-term performance (3-year return 9.91% vs 8.38% Mid-Cap Growth category median performance)
  • Hartford MidCap B Fund (HAMBX) has good Long-term performance (5-year return 9.28% vs 7.70% Mid-Cap Growth category median performance)
  • Hartford MidCap B Fund (HAMBX) ratio of up-years vs down years is greater than 2
  • Asset base in Hartford MidCap B Fund (HAMBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Hartford MidCap B Fund (HAMBX) has an annual stock turnover rate of 29.00% vs Mid-Cap Growth average of 50.96%. It is good that Hartford MidCap B management does not trade extensively for its return.
  • Hartford MidCap B Fund (HAMBX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.28, lower than category average of 13.49

Hartford MidCap B Fund (HAMBX) Weakness What we are cautious about Hartford MidCap B (HAMBX) Fund

Data for Hartford MidCap B Fund (HAMBX) as of May 30, 2016

  • Hartford MidCap B Fund (HAMBX) has a Morningstar rating of 3 and below
  • Hartford MidCap B Fund (HAMBX) has a higher expense ratio of 2.03% than its Mid-Cap Growth average of 1.28%
  • Hartford MidCap B Fund (HAMBX) carries a 5% load
See Hartford MidCap B Fund (HAMBX) performance details as of May 30, 2016

 

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Compare Hartford MidCap B Fund (HAMBX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hartford MidCap B3.57-1.849.919.28
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Hartford MidCap B Fund (HAMBX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Hartford MidCap B Fund (HAMBX) Net Asset TrackingHartford MidCap B (HAMBX) Fund Net Asset

Track net asset change of Hartford MidCap B fund (HAMBX)

DateNet Asset
05/2016$5.74B
03/2016$5.46B
02/2016$4.97B
More historic net asset information on Hartford MidCap B Fund (HAMBX)

  

Graph of Hartford MidCap B Fund (HAMBX) Portfolio TrackingHartford MidCap B (HAMBX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford MidCap B fund (HAMBX)

DateCashStockBondOther
04/20160%99.79%0%0.21%
02/20160%99.4%0%0.6%
01/20160%99.48%0%0.52%
Click here to see more historic asset allocation information on Hartford MidCap B Fund (HAMBX)

 

graph of Hartford MidCap B Fund (HAMBX) Top 10 Position TrackingTop 10 Holdings in Hartford MidCap B (HAMBX) Fund

Discover what Hartford MidCap B Fund (HAMBX) manager is buying

Apr 29, 2016
Genpact Ltd [2.8%]
Markel Corporation Common Stock [2.57%]
Waste Connections, Inc. Common [2.26%]
Advance Auto Parts Inc Advance [2.25%]
Vantiv, Inc. Class A Common Sto [2.24%]
Equifax, Inc. Common Stock [2.19%]
M&T Bank Corporation Common Sto [2.12%]
Lennox International, Inc. Comm [1.89%]
NVR, Inc. Common Stock [1.82%]
IDEX Corporation Common Stock [1.75%]

Feb 28, 2016
Genpact Ltd [2.9%]
Markel Corporation Common Stock [2.62%]
Vantiv, Inc. Class A Common Sto [2.39%]
Advance Auto Parts Inc Advance [2.31%]
Waste Connections, Inc. Common [2.18%]
Equifax, Inc. Common Stock [2.18%]
Lennox International, Inc. Comm [2.17%]
NVR, Inc. Common Stock [2.09%]
M&T Bank Corporation Common Sto [1.98%]
ManpowerGroup Common Stock [1.92%]

Jan 30, 2016
Genpact Ltd [2.91%]
Markel Corporation Common Stock [2.62%]
Equifax, Inc. Common Stock [2.57%]
Vantiv, Inc. Class A Common Sto [2.47%]
Advance Auto Parts Inc Advance [2.41%]
Waste Connections, Inc. Common [2.17%]
M&T Bank Corporation Common Sto [2.17%]
NVR, Inc. Common Stock [2.15%]
Lennox International, Inc. Comm [2.05%]
ManpowerGroup Common Stock [2.04%]
Click here for Stock Holding Change Map in Hartford MidCap B Fund (HAMBX)

  

Latest News on Hartford MidCap B (HAMBX) Fund

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Hartford MidCap B Fund (HAMBX) Related ResourcesSee more information on Hartford MidCap B (HAMBX) Fund

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