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Mutual Fund Insights: Hartford Growth Opportunities R3 Fund (HGORX)

In-depth Analysis of Hartford Growth Opportunities R3 Fund (HGORX)

Mutual fund chart: Hartford Growth Opportunities R3 Fund (HGORX)

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See Hartford Growth Opportunities R3 Fund (HGORX) performance details as of February 28, 2010

  

    Last Trade: $24.36 on 3/19/2010, Change: -0.20 (-0.81%)
Experiment our closing price forecasting tool for Hartford Growth Opportunities R3 Fund (HGORX) (alpha release)

  

Fund Manager - Michael T. Carmen

Fund Manager Tenure: 4.1 years   [Similar Funds: HGOAX  HGOBX  HGOCX  HGOIX  HGOSX  HGOTX  HGOYX  HGWRX ]
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)
Carmen has been a vice president with Wellington Management since 1999. Prior, he was an equity portfolio manager with Kobrick Funds from 1997 through 1999. He was a vice president with State Street Research 1996 until 1997, after a seven-month tenure with Montgomery Asset Management. Originally, he joined State Street in 1992 as an analyst.  Get more insights on Michael T. Carmen

  

What we like about Hartford Growth Opportunities R3 Fund (HGORX) What we like about Hartford Growth Opportunities R3 Fund (HGORX)

Data for Hartford Growth Opportunities R3 Fund (HGORX) as of February 28, 2010

  • Hartford Growth Opportunities R3 Fund (HGORX) management has been with Hartford Growth Opportunities R3 Fund for 4.1 years
  • Hartford Growth Opportunities R3 Fund (HGORX) has good mid-term performance (3-year return -4.04% vs -3.50 % Large Growth category average)
  • Hartford Growth Opportunities R3 Fund (HGORX) has good Long-term performance (5-year return 3.59% vs 1.34 % Large Growth category average)

  

What we are cautious about Hartford Growth Opportunities R3 Fund (HGORX) What we are cautious about Hartford Growth Opportunities R3 Fund (HGORX)

Data for Hartford Growth Opportunities R3 Fund (HGORX) as of February 28, 2010

  • Hartford Growth Opportunities R3 Fund (HGORX) has a less-than-ideal short-term performance (1-year return 49.71% vs 51.46 % Large Growth category average)
  • Hartford Growth Opportunities R3 Fund (HGORX) ratio of up-years vs down years can be improved
  • Hartford Growth Opportunities R3 Fund (HGORX) has a Morningstar rating of 3 and below
  • Hartford Growth Opportunities R3 Fund (HGORX) has an annual stock turnover rate of 137.00% that is higher than the Large Growth average of 109.62%. This could mean Hartford Growth Opportunities R3 is more nimble, but also signal potential high tax impact and high trading fees
  • Hartford Growth Opportunities R3 Fund (HGORX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.07 that is higher than category average of 21.35
  • Hartford Growth Opportunities R3 Fund (HGORX) has a higher management fee of 1.55% than its Large Growth average of 1.33%
  • Even though Hartford Growth Opportunities R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Hartford Growth Opportunities R3 Fund (HGORX) performance details as of February 28, 2010

  

  

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Hartford Growth Opportunities R3 Fund (HGORX) Net Asset

Track net asset change of Hartford Growth Opportunities R3 fund (HGORX)

DateNet Asset
02/2010$2.12B
01/2010$9.43M
11/2009$9.07M
More historic net asset information on Hartford Growth Opportunities R3 Fund (HGORX)

  

Hartford Growth Opportunities R3 Fund (HGORX) Portfolio Allocation

Track portfolio allocation change of Hartford Growth Opportunities R3 fund (HGORX)

DateCashStockBondOther
09/20093.28%96.52%0%0.2%
08/20090.78%97.93%0%1.29%
07/20090%99.77%0%0.23%
Click here to see more historic asset allocation information on Hartford Growth Opportunities R3 Fund (HGORX)

  

Most Recent Top 10 Holdings in Hartford Growth Opportunities R3 Fund (HGORX)

Discover what Hartford Growth Opportunities R3 Fund (HGORX) manager is buying

30-Sep-09
Apple Inc. [3.39%]
Oracle Corporation [1.92%]
Cisco Systems, Inc. [1.91%]
JARDEN CP [1.79%]
Google Inc. [1.76%]
BEST BUY CO INC [1.72%]
GAP INC [1.69%]
FEDEX CORP [1.65%]
Staples, Inc. [1.63%]
Seagate Technology. [1.62%]

31-Aug-09
Apple Inc. [3.25%]
Oracle Corporation [2.13%]
Cisco Systems, Inc. [1.85%]
Seagate Technology. [1.82%]
BEST BUY CO INC [1.76%]
RED HAT INC [1.65%]
JARDEN CP [1.65%]
GAP INC [1.64%]
Staples, Inc. [1.61%]
FEDEX CORP [1.59%]

31-Jul-09
Apple Inc. [3.26%]
Oracle Corporation [2.22%]
BEST BUY CO INC [1.87%]
Teva Pharmaceutical Industries [1.84%]
Cisco Systems, Inc. [1.78%]
SEAGATE TECHNOLOGY [1.75%]
JARDEN CP [1.72%]
RED HAT INC [1.69%]
Adobe Systems Incorporated [1.68%]
TEXAS INSTRUMENTS [1.63%]
Click here for Stock Holding Change Map in Hartford Growth Opportunities R3 Fund (HGORX)

  

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