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Mutual Fund Insights: Hartford Global Health HLS IA Fund (HIAHX)

In-depth Analysis of Hartford Global Health HLS IA Fund (HIAHX)

Mutual fund chart: Hartford Global Health HLS IA Fund (HIAHX)

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See Hartford Global Health HLS IA Fund (HIAHX) performance details as of January 31, 2010

  

    Last Trade: $13.86 on 3/11/2010, Change: +0.11 (0.8%)

  

Fund Manager - Ann C. Gallo

Fund Manager Tenure: 9.9 years
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
Gallo is a senior vice president of Wellington Management, she joined the firm as an investment professional in 1998.  Get more insights on Ann C. Gallo

  

What we like about Hartford Global Health HLS IA Fund (HIAHX) What we like about Hartford Global Health HLS IA Fund (HIAHX)

Data for Hartford Global Health HLS IA Fund (HIAHX) as of January 31, 2010

  • Hartford Global Health HLS IA Fund (HIAHX) management has been with Hartford Global Health HLS IA Fund for 9.9 years
  • Hartford Global Health HLS IA Fund (HIAHX) has good short-term performance (1-year return 27.68% vs 24.07% Health category average)
  • Hartford Global Health HLS IA Fund (HIAHX) has good Long-term performance (5-year return 5.11% vs 4.22% Health category average)
  • Hartford Global Health HLS IA Fund (HIAHX) ratio of up-years vs down years is greater than 2
  • Hartford Global Health HLS IA Fund (HIAHX) has an annual stock turnover rate of 57.00% vs Health average of 152.72%. It is good that Hartford Global Health HLS IA management does not trade extensively for its return.
  • Hartford Global Health HLS IA Fund (HIAHX) has a lower management fee than its Health average: 0.88% vs 1.91%
  • Hartford Global Health HLS IA Fund (HIAHX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Hartford Global Health HLS IA Fund (HIAHX) What we are cautious about Hartford Global Health HLS IA Fund (HIAHX)

Data for Hartford Global Health HLS IA Fund (HIAHX) as of January 31, 2010

  • Hartford Global Health HLS IA Fund is a focused fund with 39.69% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Hartford Global Health HLS IA Fund (HIAHX) has a less-than-ideal mid-term performance (3-year return -1.21% vs -0.24% Health category average)
  • Hartford Global Health HLS IA Fund (HIAHX) has a Morningstar rating of 3 and below
  • Hartford Global Health HLS IA Fund (HIAHX) is less safe compared to its Health peers
  • Hartford Global Health HLS IA Fund (HIAHX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.26 that is higher than category average of 18.84
See Hartford Global Health HLS IA Fund (HIAHX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Health category?

Below are some additional Health mutual funds generated out of our database

  

Hartford Global Health HLS IA Fund (HIAHX) Net Asset

Track net asset change of Hartford Global Health HLS IA fund (HIAHX)

DateNet Asset
01/2010$153.48M
11/2009$150.29M
10/2009$139.83M
More historic net asset information on Hartford Global Health HLS IA Fund (HIAHX)

  

Hartford Global Health HLS IA Fund (HIAHX) Portfolio Allocation

Track portfolio allocation change of Hartford Global Health HLS IA fund (HIAHX)

DateCashStockBondOther
09/20090%99.94%0%0.06%
08/20090.34%99.65%0%0.01%
07/20090.38%99.62%0%0%
Click here to see more historic asset allocation information on Hartford Global Health HLS IA Fund (HIAHX)

  

Most Recent Top 10 Holdings in Hartford Global Health HLS IA Fund (HIAHX)

Discover what Hartford Global Health HLS IA Fund (HIAHX) manager is buying

30-Sep-09
PFIZER INC [8.29%]
MERCK CO INC [5.9%]
Amgen Inc. [5.34%]
MEDTRONIC INC [4.47%]
COVIDIEN PLC [3.62%]
MCKESSON CORP [3.45%]
Shionogi & Co., Ltd. [3.16%]
FOREST LABS CL A [2.9%]
UNITEDHEALTH GROUP [2.9%]
Teva Pharmaceutical Industries [2.73%]

31-Aug-09
PFIZER INC [8.52%]
MERCK CO INC [6.12%]
Amgen Inc. [5.42%]
MEDTRONIC INC [4.68%]
MCKESSON CORP [3.6%]
COVIDIEN PLC [3.49%]
CARDINAL HEALTH INC [3.31%]
Shionogi & Co., Ltd. [3.28%]
Teva Pharmaceutical Industries [2.95%]
FOREST LABS CL A [2.9%]

31-Jul-09
PFIZER INC [8.54%]
MERCK CO INC [6%]
Amgen Inc. [5.88%]
MEDTRONIC INC [4.63%]
MCKESSON CORP [3.51%]
COVIDIEN PLC [3.45%]
Teva Pharmaceutical Industries [3.21%]
Shionogi & Co., Ltd. [2.98%]
UNITEDHEALTH GROUP [2.96%]
BAXTER INTL INC [2.79%]
Click here for Stock Holding Change Map in Hartford Global Health HLS IA Fund (HIAHX)

  

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