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Fund Intelligence | Best Managers | HBMCX Insights | HBMCX Score | HBMCX Performance | HBMCX Manager | HBMCX News | HBMCX Allocation | HBMCX Holdings Change
Fund Intelligence | Best Managers | HBMCX Insights | HBMCX Score | HBMCX Performance | HBMCX Manager | HBMCX News | HBMCX Allocation | HBMCX Holdings Change
Mutual Fund Insights: Hartford MidCap HLS IB Fund (HBMCX)
In-depth Analysis of Hartford MidCap HLS IB Fund (HBMCX)
6 months 1 year 3 year 5 year |
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Last Trade: $22.74 on 3/18/2010, Change: -0.08 (-0.35%)
Experiment our closing price forecasting tool for Hartford MidCap HLS IB Fund (HBMCX) (alpha release)
Fund Manager - Phillip H. Perelmuter
Fund Manager Tenure: 12.7 yearsFundmojo Fund Grade: A (Score: 0.76) (What does this score mean?)Perelmuter is vice president and equity portfolio manager of Wellington Management, he joined the firm in 1995. Get more insights on Phillip H. Perelmuter
What we like about Hartford MidCap HLS IB Fund (HBMCX)
Data for Hartford MidCap HLS IB Fund (HBMCX) as of January 31, 2010
- Hartford MidCap HLS IB Fund (HBMCX) management has been with Hartford MidCap HLS IB Fund for 12.7 years
- Hartford MidCap HLS IB Fund (HBMCX) has good mid-term performance (3-year return -3.28% vs -5.54% Mid-Cap Growth category average)
- Hartford MidCap HLS IB Fund (HBMCX) has good Long-term performance (5-year return 4.47% vs 1.43% Mid-Cap Growth category average)
- 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
- Hartford MidCap HLS IB Fund (HBMCX) has an annual stock turnover rate of 92.00% vs Mid-Cap Growth average of 138.22%. 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 21.36, lower than category average of 23.72
- Hartford MidCap HLS IB Fund (HBMCX) has a lower management fee than its Mid-Cap Growth average: 0.94% vs 1.46%
What we are cautious about Hartford MidCap HLS IB Fund (HBMCX)
Data for Hartford MidCap HLS IB Fund (HBMCX) as of January 31, 2010
- Hartford MidCap HLS IB Fund (HBMCX) has a less-than-ideal short-term performance (1-year return 33.55% vs 39.73% Mid-Cap Growth category average)
- Even though Hartford MidCap HLS IB Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
Interested in other top mutual funds in similar Mid-Cap Growth category?
Below are some additional Mid-Cap Growth mutual funds generated out of our database
- Baron iOpportunity (BIOPX) [ Compare with Hartford MidCap HLS IB Fund (HBMCX) ]
- BlackRock US Opportunities Instl (BMCIX) [ Compare with Hartford MidCap HLS IB Fund (HBMCX) ]
- Brown Capital Mgmt Mid-Cap Instl (BCMSX) [ Compare with Hartford MidCap HLS IB Fund (HBMCX) ]
- See top fund managers for Mid-Cap Growth Category Funds
- Browse other funds in Mid-Cap Growth Category
Hartford MidCap HLS IB Fund (HBMCX) Net Asset
Track net asset change of Hartford MidCap HLS IB fund (HBMCX)
| Date | Net Asset |
| 01/2010 | $168.01M |
| 11/2009 | $166.03M |
| 10/2009 | $165.92M |
Hartford MidCap HLS IB Fund (HBMCX) Portfolio Allocation
Track portfolio allocation change of Hartford MidCap HLS IB fund (HBMCX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 0.77% | 99.23% | 0% | 0% |
| 08/2009 | 3.19% | 96.81% | 0% | 0% |
| 07/2009 | 3.22% | 96.78% | 0% | 0% |
Most Recent Top 10 Holdings in Hartford MidCap HLS IB Fund (HBMCX)
Discover what Hartford MidCap HLS IB Fund (HBMCX) manager is buying
Dreamworks Animation SKG, Inc. [2.25%] BECKMAN COULTER INC [2.02%] PACCAR Inc. [1.83%] UNUM GROUP [1.77%] Lam Research Corporation [1.54%] TERADATA CORP [1.51%] WATSON PHARMACEUTCLS [1.51%] LENNOX INTL INC [1.49%] Huntington Bancshares Incorpora [1.49%] | Dreamworks Animation SKG, Inc. [2.2%] BECKMAN COULTER INC [2.05%] NetApp, Inc. [1.93%] UNUM GROUP [1.91%] PACCAR Inc. [1.81%] TERADATA CORP [1.61%] Lam Research Corporation [1.6%] LENNOX INTL INC [1.53%] WATSON PHARMACEUTCLS [1.49%] | DREAMWORKS ANIMATION [2.09%] NetApp, Inc. [1.94%] BECKMAN COULTER INC [1.94%] U G I CP [1.78%] PACCAR Inc. [1.76%] UNUM GROUP [1.74%] Patterson Companies Inc. [1.68%] Lam Research Corporation [1.6%] LENNOX INTL INC [1.51%] |
Related books and products to Hartford MidCap HLS IB Fund (HBMCX)
Latest News on Hartford MidCap HLS IB (HBMCX)
See what is happening with Hartford MidCap HLS IB Fund (HBMCX)
Books and Resources
See more information on Hartford MidCap HLS IB Fund (HBMCX)
- Hartford MidCap HLS IB Fund Insights
- Hartford MidCap HLS IB Fund Performance Data
- Hartford MidCap HLS IB Fund News
- Hartford MidCap HLS IB Fund Score Explaination
- Hartford MidCap HLS IB Fund Manager Information
- Historic Hartford MidCap HLS IB Fund Asset Allocation Report
- Historic Hartford MidCap HLS IB Fund Top 10 Holding Tracking
- Historic Hartford MidCap HLS IB Fund Asset Under Management Tracking
| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
