Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | HBVLX Insights | HBVLX Score | HBVLX Performance | HBVLX Manager | HBVLX News | HBVLX Allocation | HBVLX Holdings Change

Mutual Fund Insights: Hartford Value HLS IB Fund (HBVLX)

In-depth Analysis of Hartford Value HLS IB Fund (HBVLX)

Mutual fund chart: Hartford Value HLS IB Fund (HBVLX)

3 months
6 months
1 year
3 year
5 year

See Hartford Value HLS IB Fund (HBVLX) performance details as of January 31, 2010

  

    Last Trade: $10.01 on 3/19/2010, Change: -0.04 (-0.4%)
Experiment our closing price forecasting tool for Hartford Value HLS IB Fund (HBVLX) (alpha release)

  

Fund Manager - Ian R. Link

Fund Manager Tenure: 2.5 years
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Link is vice president and equity portfolio manager of Wellington Management. He joined Wellington Management in 2006. Prior to joining the firm, Link was lead portfolio manager for various technology sector funds and manager for a team of globally-based technology analysts with Deutsche Asset Management from 2004 to 2006. Prior to that, he was an equity analyst and portfolio manager with Franklin Templeton from 1989 to 2003. Link holds the Chartered Financial Analyst designation.  Get more insights on Ian R. Link

  

What we like about Hartford Value HLS IB Fund (HBVLX) What we like about Hartford Value HLS IB Fund (HBVLX)

Data for Hartford Value HLS IB Fund (HBVLX) as of January 31, 2010

  • Hartford Value HLS IB Fund (HBVLX) has good short-term performance (1-year return 33.17% vs 32.89% Large Value category average)
  • Hartford Value HLS IB Fund (HBVLX) has good mid-term performance (3-year return -5.38% vs -8.60% Large Value category average)
  • Hartford Value HLS IB Fund (HBVLX) has good Long-term performance (5-year return 2.83% vs -0.19% Large Value category average)
  • Hartford Value HLS IB Fund (HBVLX) ratio of up-years vs down years is greater than 2
  • Hartford Value HLS IB Fund (HBVLX) has a Morningstar rating of 4 and above
  • Hartford Value HLS IB Fund (HBVLX) has an annual stock turnover rate of 57.00% vs Large Value average of 69.44%. It is good that Hartford Value HLS IB management does not trade extensively for its return.
  • Hartford Value HLS IB Fund (HBVLX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.41, lower than category average of 20.74
  • Hartford Value HLS IB Fund (HBVLX) has a lower management fee than its Large Value average: 1.09% vs 1.28%

  

What we are cautious about Hartford Value HLS IB Fund (HBVLX) What we are cautious about Hartford Value HLS IB Fund (HBVLX)

Data for Hartford Value HLS IB Fund (HBVLX) as of January 31, 2010

  • Hartford Value HLS IB Fund (HBVLX) management has been with Hartford Value HLS IB Fund for only 2.5 years, it is hard to judge manager's ability based on this fund's operation record
  • Even though Hartford Value HLS IB Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Hartford Value HLS IB Fund (HBVLX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Large Value category?

Below are some additional Large Value mutual funds generated out of our database

  

Hartford Value HLS IB Fund (HBVLX) Net Asset

Track net asset change of Hartford Value HLS IB fund (HBVLX)

DateNet Asset
01/2010$60.44M
11/2009$63.31M
10/2009$61.95M
More historic net asset information on Hartford Value HLS IB Fund (HBVLX)

  

Hartford Value HLS IB Fund (HBVLX) Portfolio Allocation

Track portfolio allocation change of Hartford Value HLS IB fund (HBVLX)

DateCashStockBondOther
09/20090.32%99.68%0%0%
08/20090.12%99.88%0%0%
07/20090.63%99.36%0%0%
Click here to see more historic asset allocation information on Hartford Value HLS IB Fund (HBVLX)

  

Most Recent Top 10 Holdings in Hartford Value HLS IB Fund (HBVLX)

Discover what Hartford Value HLS IB Fund (HBVLX) manager is buying

30-Sep-09
JP MORGAN CHASE CO [3.99%]
WELLS FARGO & CO NEW [3.54%]
EXXON MOBIL CP [3.34%]
GOLDMAN SACHS GRP [3.28%]
CHEVRON CORP [2.67%]
OCCIDENTAL PET [2.58%]
ACE LTD [2.43%]
AT&T INC. [2.3%]
PFIZER INC [2.1%]
GEN ELECTRIC CO [1.98%]

31-Aug-09
JP MORGAN CHASE CO [4.14%]
WELLS FARGO & CO NEW [3.56%]
EXXON MOBIL CP [3.52%]
GOLDMAN SACHS GRP [3.08%]
CHEVRON CORP [2.77%]
ACE LTD [2.44%]
AT&T INC. [2.32%]
OCCIDENTAL PET [2.28%]
PFIZER INC [2.21%]
BK OF AMERICA CP [2.11%]

31-Jul-09
JP MORGAN CHASE CO [3.79%]
EXXON MOBIL CP [3.69%]
WELLS FARGO & CO NEW [3.25%]
GOLDMAN SACHS GRP [3.13%]
CHEVRON CORP [2.84%]
AT&T INC. [2.4%]
ACE LTD [2.36%]
OCCIDENTAL PET [2.29%]
PFIZER INC [2.17%]
BK OF AMERICA CP [1.83%]
Click here for Stock Holding Change Map in Hartford Value HLS IB Fund (HBVLX)

  

Related books and products to Hartford Value HLS IB Fund (HBVLX)

  

Latest News on Hartford Value HLS IB (HBVLX)

See what is happening with Hartford Value HLS IB Fund (HBVLX)

 

Books and Resources

 

 

See more information on Hartford Value HLS IB Fund (HBVLX)