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Hartford SmallCap Growth HLS IB (HBSGX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford SmallCap Growth HLS IB (HBSGX) Fund

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

 

Graph of Hartford SmallCap Growth HLS IB Fund (HBSGX) ManagerFund Manager - Mammen Chally

Fund Manager Information

Fund Manager Tenure: 11.3 years
Fund Family: Hartford Mutual Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

 

Graph of Hartford SmallCap Growth HLS IB Fund (HBSGX) ProfileHartford SmallCap Growth HLS IB Fund (HBSGX) Profile

Fund Profile and Description

Hartford SmallCap Growth HLS IB Fund seeks long-term capital appreciation. Hartford SmallCap Growth HLS IB Fund normally invests at least 80% of assets in common stocks of small capitalization companies that are believed to have superior growth potential. Small cap companies are companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices. It may invest up to 20% of total assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.

 

Hartford SmallCap Growth HLS IB (HBSGX) Fund Strength What we like about Hartford SmallCap Growth HLS IB (HBSGX) Fund

Data for Hartford SmallCap Growth HLS IB Fund (HBSGX) as of May 30, 2016

  • Hartford SmallCap Growth HLS IB Fund (HBSGX) management has been with Hartford SmallCap Growth HLS IB Fund for 11.3 years
  • Hartford SmallCap Growth HLS IB Fund (HBSGX) has good short-term performance (1-year return -7.22% vs -7.74% Small Growth category median performance)
  • Hartford SmallCap Growth HLS IB Fund (HBSGX) has good mid-term performance (3-year return 8.13% vs 6.86% Small Growth category median performance)
  • Hartford SmallCap Growth HLS IB Fund (HBSGX) has good Long-term performance (5-year return 9.08% vs 7.01% Small Growth category median performance)
  • Hartford SmallCap Growth HLS IB Fund (HBSGX) ratio of up-years vs down years is greater than 2
  • Hartford SmallCap Growth HLS IB Fund (HBSGX) has a Morningstar rating of 4 and above
  • Asset base in Hartford SmallCap Growth HLS IB Fund (HBSGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Hartford SmallCap Growth HLS IB Fund (HBSGX) has an annual stock turnover rate of 59.00% vs Small Growth average of 63.11%. It is good that Hartford SmallCap Growth HLS IB management does not trade extensively for its return.
  • Hartford SmallCap Growth HLS IB Fund (HBSGX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.5, lower than category average of 15.82
  • Hartford SmallCap Growth HLS IB Fund (HBSGX) has a lower expense ratio than its Small Growth average: 0.90% vs 1.31%

Hartford SmallCap Growth HLS IB Fund (HBSGX) Weakness What we are cautious about Hartford SmallCap Growth HLS IB (HBSGX) Fund

Data for Hartford SmallCap Growth HLS IB Fund (HBSGX) as of May 30, 2016

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

 

What do you think?

 

Compare Hartford SmallCap Growth HLS IB Fund (HBSGX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hartford SmallCap Growth HLS IB-0.62-7.228.139.08
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Hartford SmallCap Growth HLS IB Fund (HBSGX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Hartford SmallCap Growth HLS IB Fund (HBSGX) Net Asset TrackingHartford SmallCap Growth HLS IB (HBSGX) Fund Net Asset

Track net asset change of Hartford SmallCap Growth HLS IB fund (HBSGX)

DateNet Asset
05/2016$1.11B
03/2016$1.07B
02/2016$1.00B
More historic net asset information on Hartford SmallCap Growth HLS IB Fund (HBSGX)

  

Graph of Hartford SmallCap Growth HLS IB Fund (HBSGX) Portfolio TrackingHartford SmallCap Growth HLS IB (HBSGX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford SmallCap Growth HLS IB fund (HBSGX)

DateCashStockBondOther
04/20161.64%98.36%0%0%
02/20162.19%97.8%0%0.01%
01/20161.37%98.63%0%0%
Click here to see more historic asset allocation information on Hartford SmallCap Growth HLS IB Fund (HBSGX)

 

graph of Hartford SmallCap Growth HLS IB Fund (HBSGX) Top 10 Position TrackingTop 10 Holdings in Hartford SmallCap Growth HLS IB (HBSGX) Fund

Discover what Hartford SmallCap Growth HLS IB Fund (HBSGX) manager is buying

Apr 29, 2016
iShares Russell 2000 Growth [3.86%]
Burlington Stores, Inc. Common [1.28%]
Tenneco Inc. Common Stock [1.14%]
Cardtronics, Inc. [1.12%]
Caseys General Stores, Inc. [1.09%]
Fair Isaac Corproation Common S [1.01%]
CoreSite Realty Corporation Com [0.99%]
Wellcare Health Plans, Inc. Com [0.94%]
PAREXEL International Corporati [0.93%]
Kate Spade & Company Common Sto [0.9%]

Feb 28, 2016
iShares Russell 2000 Growth [3.45%]
Burlington Stores, Inc. Common [1.29%]
Caseys General Stores, Inc. [1.11%]
Fair Isaac Corproation Common S [1.01%]
Cardtronics, Inc. [0.99%]
PAREXEL International Corporati [0.97%]
Wellcare Health Plans, Inc. Com [0.96%]
CoreSite Realty Corporation Com [0.92%]
Steven Madden, Ltd. [0.92%]
G-III Apparel Group, LTD. [0.91%]

Jan 30, 2016
iShares Russell 2000 Growth [3.05%]
Caseys General Stores, Inc. [1.26%]
Burlington Stores, Inc. Common [1.22%]
Tyler Technologies, Inc. Common [1.09%]
Integrated Device Technology, I [0.97%]
Fair Isaac Corproation Common S [0.96%]
Exponent, Inc. [0.96%]
PAREXEL International Corporati [0.96%]
Treehouse Foods, Inc. Common St [0.95%]
Globus Medical, Inc. Class A Co [0.92%]
Click here for Stock Holding Change Map in Hartford SmallCap Growth HLS IB Fund (HBSGX)

  

Latest News on Hartford SmallCap Growth HLS IB (HBSGX) Fund

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Hartford SmallCap Growth HLS IB Fund (HBSGX) Related ResourcesSee more information on Hartford SmallCap Growth HLS IB (HBSGX) Fund

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