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Hartford Disciplined Equity HLS IB (HBGIX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford Disciplined Equity HLS IB (HBGIX) Fund

    Last Trade: $15.05 on 2/28/2017, Change: -0.05 (-0.33%)

 

Graph of Hartford Disciplined Equity HLS IB Fund (HBGIX) ManagerFund Manager - Mammen Chally

Fund Manager Information

Fund Manager Tenure: 18.8 years
Fund Family: Hartford Mutual Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.86)     (What does this score mean?)

 

Graph of Hartford Disciplined Equity HLS IB Fund (HBGIX) ProfileHartford Disciplined Equity HLS IB Fund (HBGIX) Profile

Fund Profile and Description

Hartford Disciplined Equity HLS IB Fund seeks growth of capital. Hartford Disciplined Equity HLS IB Fund normally invests at least 80% of assets in common stocks. It 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. Hartford Disciplined Equity HLS IB Fund may invest up to 20% of assets in securities of foreign issuers and non-dollar securities.

 

Hartford Disciplined Equity HLS IB (HBGIX) Fund Strength What we like about Hartford Disciplined Equity HLS IB (HBGIX) Fund

Data for Hartford Disciplined Equity HLS IB Fund (HBGIX) as of May 30, 2016

  • Hartford Disciplined Equity HLS IB Fund (HBGIX) management has been with Hartford Disciplined Equity HLS IB Fund for 18.8 years
  • Hartford Disciplined Equity HLS IB Fund (HBGIX) has good short-term performance (1-year return 3.17% vs -1.15% Large Blend category median performance)
  • Hartford Disciplined Equity HLS IB Fund (HBGIX) has good mid-term performance (3-year return 13.77% vs 9.43% Large Blend category median performance)
  • Hartford Disciplined Equity HLS IB Fund (HBGIX) has good Long-term performance (5-year return 13.01% vs 10.15% Large Blend category median performance)
  • Hartford Disciplined Equity HLS IB Fund (HBGIX) ratio of up-years vs down years is greater than 2
  • Hartford Disciplined Equity HLS IB Fund (HBGIX) has a Morningstar rating of 4 and above
  • Hartford Disciplined Equity HLS IB Fund (HBGIX) has an annual stock turnover rate of 29.00% vs Large Blend average of 53.12%. It is good that Hartford Disciplined Equity HLS IB management does not trade extensively for its return.
  • Hartford Disciplined Equity HLS IB Fund (HBGIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11, lower than category average of 11.67
  • Hartford Disciplined Equity HLS IB Fund (HBGIX) has a lower expense ratio than its Large Blend average: 1.01% vs 1.02%

Hartford Disciplined Equity HLS IB Fund (HBGIX) Weakness What we are cautious about Hartford Disciplined Equity HLS IB (HBGIX) Fund

Data for Hartford Disciplined Equity HLS IB Fund (HBGIX) as of May 30, 2016

  • Even though Hartford Disciplined Equity HLS IB Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Hartford Disciplined Equity HLS IB Fund (HBGIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Hartford Disciplined Equity HLS IB Fund (HBGIX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hartford Disciplined Equity HLS IB2.073.1713.7713.01
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Hartford Disciplined Equity HLS IB Fund (HBGIX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Hartford Disciplined Equity HLS IB Fund (HBGIX) Net Asset TrackingHartford Disciplined Equity HLS IB (HBGIX) Fund Net Asset

Track net asset change of Hartford Disciplined Equity HLS IB fund (HBGIX)

DateNet Asset
05/2016$707.35M
03/2016$708.87M
02/2016$674.32M
More historic net asset information on Hartford Disciplined Equity HLS IB Fund (HBGIX)

  

Graph of Hartford Disciplined Equity HLS IB Fund (HBGIX) Portfolio TrackingHartford Disciplined Equity HLS IB (HBGIX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford Disciplined Equity HLS IB fund (HBGIX)

DateCashStockBondOther
04/20162.1%97.9%0%0%
02/20160.71%99.29%0%0%
01/20160.09%99.91%0%0%
Click here to see more historic asset allocation information on Hartford Disciplined Equity HLS IB Fund (HBGIX)

 

graph of Hartford Disciplined Equity HLS IB Fund (HBGIX) Top 10 Position TrackingTop 10 Holdings in Hartford Disciplined Equity HLS IB (HBGIX) Fund

Discover what Hartford Disciplined Equity HLS IB Fund (HBGIX) manager is buying

Apr 29, 2016
JP Morgan Chase & Co. Common St [2.29%]
Microsoft Corporation [2.28%]
Alphabet Inc. [2.14%]
Altria Group, Inc. [2.08%]
Costco Wholesale Corporation [2.05%]
Mondelez International, Inc. [2.04%]
S+p500 Emini Fut Jun16 Xcme 20160617 [2%]
Bristol-Myers Squibb Company Co [1.98%]
D/B/A Chubb Limited New Common [1.88%]
CVS Health Corporation Common S [1.88%]

Feb 28, 2016
Microsoft Corporation [2.82%]
Alphabet Inc. [2.37%]
Costco Wholesale Corporation [2.27%]
Altria Group, Inc. [2.24%]
JP Morgan Chase & Co. Common St [2.23%]
Mondelez International, Inc. [2.1%]
Allergan plc Ordinary Shares [2.07%]
Apple Inc. [2.06%]
CVS Health Corporation Common S [2.02%]
D/B/A Chubb Limited New Common [2.02%]

Jan 30, 2016
Microsoft Corporation [3.01%]
Alphabet Inc. [2.49%]
CVS Health Corporation Common S [2.47%]
JP Morgan Chase & Co. Common St [2.33%]
Costco Wholesale Corporation [2.26%]
Mondelez International, Inc. [2.21%]
Altria Group, Inc. [2.19%]
Apple Inc. [2.15%]
Allergan plc Ordinary Shares [2.01%]
D/B/A Chubb Limited New Common [1.95%]
Click here for Stock Holding Change Map in Hartford Disciplined Equity HLS IB Fund (HBGIX)

  

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Hartford Disciplined Equity HLS IB Fund (HBGIX) Related ResourcesSee more information on Hartford Disciplined Equity HLS IB (HBGIX) Fund

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