Fund Mojo help you discover the best fund managers, funds, and related information

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

Hartford International Capital Apprec B (HDVBX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford International Capital Apprec B (HDVBX) Fund

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

 

Graph of Hartford International Capital Apprec B Fund (HDVBX) ManagerFund Manager - Kent M. Stahl

Fund Manager Information

Fund Manager Tenure: 9.1 years
Similar Funds: HDVAX  HDVCX  HDVIX  HDVRX  HDVSX  HDVTX  HDVYX 
Fund Family: Hartford Mutual Funds
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Stahl is a senior vice president and director of Investments and Risk Management of Wellington Management.He has served as portfolio manager of the Fund since its inception. He joined Wellington Management as an investment professional in 1998. Stahl holds the Chartered Finacial Analyst designation.  Get more insights on Kent M. Stahl

 

Graph of Hartford International Capital Apprec B Fund (HDVBX) ProfileHartford International Capital Apprec B Fund (HDVBX) Profile

Fund Profile and Description

Hartford International Capital Apprec B Fund seeks long-term capital appreciation. Hartford International Capital Apprec B Fund invests primarily in foreign equity securities. It may invest in securities of companies that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets. Hartford International Capital Apprec B Fund seeks to outperform the MSCI All Country World ex US index, which is currently comprised of forty-eight countries. It normally invests in a broad range of companies across a broad range of countries and may invest in companies of any market capitalization.

 

Hartford International Capital Apprec B (HDVBX) Fund Strength What we like about Hartford International Capital Apprec B (HDVBX) Fund

Data for Hartford International Capital Apprec B Fund (HDVBX) as of May 30, 2016

  • Hartford International Capital Apprec B Fund (HDVBX) management has been with Hartford International Capital Apprec B Fund for 9.1 years
  • Hartford International Capital Apprec B Fund (HDVBX) has good short-term performance (1-year return -9.49% vs -10.09% Foreign Large Blend category median performance)
  • Asset base in Hartford International Capital Apprec B Fund (HDVBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Hartford International Capital Apprec B Fund (HDVBX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.28, lower than category average of 12.81

Hartford International Capital Apprec B Fund (HDVBX) Weakness What we are cautious about Hartford International Capital Apprec B (HDVBX) Fund

Data for Hartford International Capital Apprec B Fund (HDVBX) as of May 30, 2016

  • Hartford International Capital Apprec B Fund (HDVBX) has a less-than-ideal mid-term performance (3-year return 1.03% vs 1.82% Foreign Large Blend category median performance)
  • Hartford International Capital Apprec B Fund (HDVBX) has a less-than-ideal Long-term performance (5-year return 0.54% vs 1.53% Foreign Large Blend category median performance)
  • Hartford International Capital Apprec B Fund (HDVBX) ratio of up-years vs down years can be improved
  • Hartford International Capital Apprec B Fund (HDVBX) has a Morningstar rating of 3 and below
  • Hartford International Capital Apprec B Fund (HDVBX) is less safe compared to its Foreign Large Blend peers
  • Hartford International Capital Apprec B Fund (HDVBX) has an annual stock turnover rate of 125.00% that is higher than the Foreign Large Blend average of 44.90%. This could mean Hartford International Capital Apprec B is more nimble, but also signal potential high tax impact and high trading fees
  • Hartford International Capital Apprec B Fund (HDVBX) does not have a good risk adjusted return as its 3-year Alpha of 0.79 is worse than category average of 0.9, and its 3-year Sharpe ratio is 0.14
  • Hartford International Capital Apprec B Fund (HDVBX) has a higher expense ratio of 2.13% than its Foreign Large Blend average of 1.14%
  • Hartford International Capital Apprec B Fund (HDVBX) carries a 5% load
See Hartford International Capital Apprec B Fund (HDVBX) performance details as of May 30, 2016

 

What do you think?

 

Compare Hartford International Capital Apprec B Fund (HDVBX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hartford International Capital Apprec B0.45-9.491.030.54
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare Hartford International Capital Apprec B Fund (HDVBX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of Hartford International Capital Apprec B Fund (HDVBX) Net Asset TrackingHartford International Capital Apprec B (HDVBX) Fund Net Asset

Track net asset change of Hartford International Capital Apprec B fund (HDVBX)

DateNet Asset
05/2016$28.62M
03/2016$28.20M
02/2016$26.08M
More historic net asset information on Hartford International Capital Apprec B Fund (HDVBX)

  

Graph of Hartford International Capital Apprec B Fund (HDVBX) Portfolio TrackingHartford International Capital Apprec B (HDVBX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford International Capital Apprec B fund (HDVBX)

DateCashStockBondOther
04/20161.65%95.13%0%3.22%
02/20162.91%94.9%0%2.19%
01/20162%95.43%0%2.57%
Click here to see more historic asset allocation information on Hartford International Capital Apprec B Fund (HDVBX)

 

graph of Hartford International Capital Apprec B Fund (HDVBX) Top 10 Position TrackingTop 10 Holdings in Hartford International Capital Apprec B (HDVBX) Fund

Discover what Hartford International Capital Apprec B Fund (HDVBX) manager is buying

Apr 29, 2016
iShares MSCI ACWI ex US [1.47%]
AstraZeneca PLC [1.42%]
NOVARTIS AG BASL [1.29%]
Total SA [1.12%]
National Grid PLC [1.06%]
TENCENT HOLDINGS LTD [0.99%]
ROCHE HLDG AG DIV RT [0.96%]
JULIUS BAER GRUPPE [0.89%]
EISAI CO LTD [0.89%]
ONO PHARMACEUTICAL [0.88%]

Feb 28, 2016
AstraZeneca PLC [1.61%]
iShares MSCI ACWI ex US [1.38%]
NOVARTIS AG BASL [1.31%]
National Grid PLC [1.08%]
ROCHE HLDG AG DIV RT [1.03%]
ONO PHARMACEUTICAL [0.98%]
TENCENT HOLDINGS LTD [0.97%]
EISAI CO LTD [0.96%]
Total SA [0.95%]
JULIUS BAER GRUPPE [0.87%]

Jan 30, 2016
AstraZeneca PLC [1.77%]
iShares MSCI ACWI ex US [1.49%]
NOVARTIS AG BASL [1.42%]
National Grid PLC [1.11%]
ROCHE HLDG AG DIV RT [1.07%]
EISAI CO LTD [0.92%]
TENCENT HOLDINGS LTD [0.91%]
JULIUS BAER GRUPPE [0.88%]
Sky PLC [0.86%]
ONO PHARMACEUTICAL [0.85%]
Click here for Stock Holding Change Map in Hartford International Capital Apprec B Fund (HDVBX)

  

Latest News on Hartford International Capital Apprec B (HDVBX) Fund

See what is happening with Hartford International Capital Apprec B Fund (HDVBX)

    No recent news

 

Hartford International Capital Apprec B Fund (HDVBX) Related ResourcesSee more information on Hartford International Capital Apprec B (HDVBX) Fund

Popular pages on Hartford International Capital Apprec B (HDVBX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update