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Hartford MidCap HLS IB (HBMCX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford MidCap HLS IB (HBMCX) Fund

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Graph of Hartford MidCap HLS IB Fund (HBMCX) 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: 0.81)     (What does this score mean?)
Mark A. Whitaker, CFA, Vice President and Equity Portfolio Manager of Wellington Management, has been involved in portfolio management for the Fund since 2010 and for other clients of the firm for at least the past five years. Mr. Whitaker has been involved in securities analysis for the Fund since 2004. Mr. Whitaker joined Wellington Management as an investment professional in 2004.  Get more insights on Mark A. Whitaker

 

Graph of Hartford MidCap HLS IB Fund (HBMCX) ProfileHartford MidCap HLS IB Fund (HBMCX) Profile

Fund Profile and Description

Hartford MidCap HLS IB Fund seeks long-term capital growth. Hartford MidCap HLS IB Fund normally invests at least 80% of assets in common stocks of mid capitalization companies within the market capitalization range of the companies in the Russell Midcap and S&P Midcap 400 Indices. It may invest up to 20% of assets in securities of foreign issuers and non-dollar securities. Hartford MidCap HLS IB Fund favors high-quality companies.

 

Hartford MidCap HLS IB (HBMCX) Fund Strength What we like about Hartford MidCap HLS IB (HBMCX) Fund

Data for Hartford MidCap HLS IB Fund (HBMCX) as of May 30, 2016

  • Hartford MidCap HLS IB Fund (HBMCX) management has been with Hartford MidCap HLS IB Fund for 9.2 years
  • Hartford MidCap HLS IB Fund (HBMCX) has good short-term performance (1-year return -1.01% vs -5.73% Mid-Cap Growth category median performance)
  • Hartford MidCap HLS IB Fund (HBMCX) has good mid-term performance (3-year return 11.12% vs 8.38% Mid-Cap Growth category median performance)
  • Hartford MidCap HLS IB Fund (HBMCX) has good Long-term performance (5-year return 10.44% vs 7.70% Mid-Cap Growth category median performance)
  • Hartford MidCap HLS IB Fund (HBMCX) ratio of up-years vs down years is greater than 2
  • Hartford MidCap HLS IB Fund (HBMCX) has a Morningstar rating of 4 and above
  • Asset base in Hartford MidCap HLS IB Fund (HBMCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Hartford MidCap HLS IB Fund (HBMCX) has an annual stock turnover rate of 38.00% vs Mid-Cap Growth average of 50.96%. It is good that Hartford MidCap HLS IB management does not trade extensively for its return.
  • Hartford MidCap HLS IB Fund (HBMCX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.39, lower than category average of 13.49
  • Hartford MidCap HLS IB Fund (HBMCX) has a lower expense ratio than its Mid-Cap Growth average: 0.95% vs 1.28%

Hartford MidCap HLS IB Fund (HBMCX) Weakness What we are cautious about Hartford MidCap HLS IB (HBMCX) Fund

Data for Hartford MidCap HLS IB Fund (HBMCX) as of May 30, 2016

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

 

What do you think?

 

Compare Hartford MidCap HLS IB Fund (HBMCX)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 HLS IB4.05-1.0111.1210.44
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 HLS IB Fund (HBMCX)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 HLS IB Fund (HBMCX) Net Asset TrackingHartford MidCap HLS IB (HBMCX) Fund Net Asset

Track net asset change of Hartford MidCap HLS IB fund (HBMCX)

DateNet Asset
05/2016$1.76B
03/2016$1.73B
02/2016$1.61B
More historic net asset information on Hartford MidCap HLS IB Fund (HBMCX)

  

Graph of Hartford MidCap HLS IB Fund (HBMCX) Portfolio TrackingHartford MidCap HLS IB (HBMCX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford MidCap HLS IB fund (HBMCX)

DateCashStockBondOther
04/20160%100%0%0%
02/20160%99.87%0%0.13%
01/20160%99.82%0%0.18%
Click here to see more historic asset allocation information on Hartford MidCap HLS IB Fund (HBMCX)

 

graph of Hartford MidCap HLS IB Fund (HBMCX) Top 10 Position TrackingTop 10 Holdings in Hartford MidCap HLS IB (HBMCX) Fund

Discover what Hartford MidCap HLS IB Fund (HBMCX) manager is buying

Apr 29, 2016
Genpact Ltd [2.8%]
Markel Corporation Common Stock [2.37%]
Vantiv, Inc. Class A Common Sto [2.24%]
Waste Connections, Inc. Common [2.2%]
Equifax, Inc. Common Stock [2.19%]
Advance Auto Parts Inc Advance [2.15%]
M&T Bank Corporation Common Sto [2.04%]
Lennox International, Inc. Comm [1.86%]
Global Payments Inc. Common Sto [1.76%]
NVR, Inc. Common Stock [1.75%]

Feb 28, 2016
Genpact Ltd [2.92%]
Markel Corporation Common Stock [2.45%]
Vantiv, Inc. Class A Common Sto [2.41%]
Advance Auto Parts Inc Advance [2.22%]
Equifax, Inc. Common Stock [2.19%]
Waste Connections, Inc. Common [2.11%]
Lennox International, Inc. Comm [2.02%]
NVR, Inc. Common Stock [1.93%]
ManpowerGroup Common Stock [1.93%]
M&T Bank Corporation Common Sto [1.92%]

Jan 30, 2016
Genpact Ltd [2.91%]
Equifax, Inc. Common Stock [2.57%]
Vantiv, Inc. Class A Common Sto [2.47%]
Markel Corporation Common Stock [2.44%]
Advance Auto Parts Inc Advance [2.31%]
M&T Bank Corporation Common Sto [2.1%]
Waste Connections, Inc. Common [2.09%]
ManpowerGroup Common Stock [2%]
NVR, Inc. Common Stock [1.98%]
Robert Half International Inc. [1.94%]
Click here for Stock Holding Change Map in Hartford MidCap HLS IB Fund (HBMCX)

  

Latest News on Hartford MidCap HLS IB (HBMCX) Fund

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Hartford MidCap HLS IB Fund (HBMCX) Related ResourcesSee more information on Hartford MidCap HLS IB (HBMCX) Fund

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