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Hartford Small Company HLS IB (HDMBX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford Small Company HLS IB (HDMBX) Fund

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

 

Graph of Hartford Small Company HLS IB Fund (HDMBX) ManagerFund Manager - Steven Angeli

Fund Manager Information

Fund Manager Tenure: 20.2 years
Fund Family: Hartford Mutual Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)

 

Graph of Hartford Small Company HLS IB Fund (HDMBX) ProfileHartford Small Company HLS IB Fund (HDMBX) Profile

Fund Profile and Description

Hartford Small Company HLS IB Fund seeks growth of capital. Hartford Small Company HLS IB Fund normally invests at least 80% of assets in common stocks of small capitalization companies. Small capitalization 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 Small Company HLS IB (HDMBX) Fund Strength What we like about Hartford Small Company HLS IB (HDMBX) Fund

Data for Hartford Small Company HLS IB Fund (HDMBX) as of May 30, 2016

  • Hartford Small Company HLS IB Fund (HDMBX) management has been with Hartford Small Company HLS IB Fund for 20.2 years
  • Hartford Small Company HLS IB Fund (HDMBX) has a lower expense ratio than its Small Growth average: 0.96% vs 1.31%

Hartford Small Company HLS IB Fund (HDMBX) Weakness What we are cautious about Hartford Small Company HLS IB (HDMBX) Fund

Data for Hartford Small Company HLS IB Fund (HDMBX) as of May 30, 2016

  • Hartford Small Company HLS IB Fund (HDMBX) has a less-than-ideal short-term performance (1-year return -18.75% vs -7.74% Small Growth category median performance)
  • Hartford Small Company HLS IB Fund (HDMBX) has a less-than-ideal mid-term performance (3-year return 3.52% vs 6.86% Small Growth category median performance)
  • Hartford Small Company HLS IB Fund (HDMBX) has a less-than-ideal Long-term performance (5-year return 4.87% vs 7.01% Small Growth category median performance)
  • Hartford Small Company HLS IB Fund (HDMBX) ratio of up-years vs down years can be improved
  • Hartford Small Company HLS IB Fund (HDMBX) has a Morningstar rating of 3 and below
  • Hartford Small Company HLS IB Fund (HDMBX) is less safe compared to its Small Growth peers
  • Hartford Small Company HLS IB Fund (HDMBX) has an annual stock turnover rate of 88.00% that is higher than the Small Growth average of 63.11%. This could mean Hartford Small Company HLS IB is more nimble, but also signal potential high tax impact and high trading fees
  • Hartford Small Company HLS IB Fund (HDMBX) does not have a good risk adjusted return as its 3-year Alpha of -7.82 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.29
  • Hartford Small Company HLS IB Fund (HDMBX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.38 that is higher than category average of 15.82
  • Even though Hartford Small Company HLS IB Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Hartford Small Company HLS IB Fund (HDMBX) performance details as of May 30, 2016

 

What do you think?

 

Compare Hartford Small Company HLS IB Fund (HDMBX)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 Small Company HLS IB-6.50-18.753.524.87
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 Small Company HLS IB Fund (HDMBX)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 Small Company HLS IB Fund (HDMBX) Net Asset TrackingHartford Small Company HLS IB (HDMBX) Fund Net Asset

Track net asset change of Hartford Small Company HLS IB fund (HDMBX)

DateNet Asset
05/2016$1.10B
03/2016$1.11B
02/2016$1.05B
More historic net asset information on Hartford Small Company HLS IB Fund (HDMBX)

  

Graph of Hartford Small Company HLS IB Fund (HDMBX) Portfolio TrackingHartford Small Company HLS IB (HDMBX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford Small Company HLS IB fund (HDMBX)

DateCashStockBondOther
04/20161.29%95.97%0%1.61%
02/20165.51%91.33%0%1.35%
01/20164.88%92.64%0%0.71%
Click here to see more historic asset allocation information on Hartford Small Company HLS IB Fund (HDMBX)

 

graph of Hartford Small Company HLS IB Fund (HDMBX) Top 10 Position TrackingTop 10 Holdings in Hartford Small Company HLS IB (HDMBX) Fund

Discover what Hartford Small Company HLS IB Fund (HDMBX) manager is buying

Apr 29, 2016
Panera Bread Company [2.64%]
CoStar Group, Inc. [2.3%]
The Middleby Corporation [1.99%]
Insulet Corporation [1.9%]
Knight Transportation, Inc. Com [1.88%]
Mellanox Technologies, Ltd. [1.88%]
Headwaters Incorporated Common [1.85%]
Fair Isaac Corproation Common S [1.8%]
Landstar System, Inc. [1.79%]
Steven Madden, Ltd. [1.71%]

Feb 28, 2016
Panera Bread Company [2.64%]
CoStar Group, Inc. [2.32%]
Mellanox Technologies, Ltd. [2.29%]
Headwaters Incorporated Common [2.05%]
Steven Madden, Ltd. [1.97%]
Diamond Resorts International, [1.82%]
Insulet Corporation [1.81%]
Landstar System, Inc. [1.76%]
Fair Isaac Corproation Common S [1.74%]
Masonite International Corporat [1.56%]

Jan 30, 2016
Panera Bread Company [2.38%]
CoStar Group, Inc. [2.21%]
Mellanox Technologies, Ltd. [1.88%]
Insulet Corporation [1.88%]
Headwaters Incorporated Common [1.79%]
Steven Madden, Ltd. [1.74%]
The Advisory Board Company [1.73%]
Landstar System, Inc. [1.67%]
Diamond Resorts International, [1.62%]
Veeva Systems Inc. Class A Comm [1.62%]
Click here for Stock Holding Change Map in Hartford Small Company HLS IB Fund (HDMBX)

  

Latest News on Hartford Small Company HLS IB (HDMBX) Fund

See what is happening with Hartford Small Company HLS IB Fund (HDMBX)

 

Hartford Small Company HLS IB Fund (HDMBX) Related ResourcesSee more information on Hartford Small Company HLS IB (HDMBX) Fund

Popular pages on Hartford Small Company HLS IB (HDMBX) Fund

  

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