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Mutual Fund Insights: Hartford Value HLS IA Fund (HIAVX)

In-depth Analysis of Hartford Value HLS IA Fund (HIAVX)

Mutual fund chart: Hartford Value HLS IA Fund (HIAVX)

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See Hartford Value HLS IA Fund (HIAVX) performance details as of January 31, 2010

  

    Last Trade: $9.91 on 3/11/2010, Change: +0.03 (0.3%)
Experiment our closing price forecasting tool for Hartford Value HLS IA Fund (HIAVX) (alpha release)

  

Fund Manager - Ian R. Link

Fund Manager Tenure: 2.4 years   [Similar Funds: HIAEX ]
Fundmojo Fund Grade: A (Score: 0.75)     (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 IA Fund (HIAVX) What we like about Hartford Value HLS IA Fund (HIAVX)

Data for Hartford Value HLS IA Fund (HIAVX) as of January 31, 2010

  • Hartford Value HLS IA Fund (HIAVX) has good short-term performance (1-year return 33.50% vs 32.89% Large Value category average)
  • Hartford Value HLS IA Fund (HIAVX) has good mid-term performance (3-year return -5.12% vs -8.60% Large Value category average)
  • Hartford Value HLS IA Fund (HIAVX) has good Long-term performance (5-year return 3.10% vs -0.19% Large Value category average)
  • Hartford Value HLS IA Fund (HIAVX) ratio of up-years vs down years is greater than 2
  • Hartford Value HLS IA Fund (HIAVX) has a Morningstar rating of 4 and above
  • Hartford Value HLS IA Fund (HIAVX) has an annual stock turnover rate of 57.00% vs Large Value average of 69.44%. It is good that Hartford Value HLS IA management does not trade extensively for its return.
  • Hartford Value HLS IA Fund (HIAVX) 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 IA Fund (HIAVX) has a lower management fee than its Large Value average: 0.84% vs 1.28%
  • Hartford Value HLS IA Fund (HIAVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Hartford Value HLS IA Fund (HIAVX) What we are cautious about Hartford Value HLS IA Fund (HIAVX)

Data for Hartford Value HLS IA Fund (HIAVX) as of January 31, 2010

  • Hartford Value HLS IA Fund (HIAVX) management has been with Hartford Value HLS IA Fund for only 2.4 years, it is hard to judge manager's ability based on this fund's operation record
See Hartford Value HLS IA Fund (HIAVX) performance details as of January 31, 2010

  

  

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Hartford Value HLS IA Fund (HIAVX) Net Asset

Track net asset change of Hartford Value HLS IA fund (HIAVX)

DateNet Asset
01/2010$234.55M
11/2009$243.71M
10/2009$234.37M
More historic net asset information on Hartford Value HLS IA Fund (HIAVX)

  

Hartford Value HLS IA Fund (HIAVX) Portfolio Allocation

Track portfolio allocation change of Hartford Value HLS IA fund (HIAVX)

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 IA Fund (HIAVX)

  

Most Recent Top 10 Holdings in Hartford Value HLS IA Fund (HIAVX)

Discover what Hartford Value HLS IA Fund (HIAVX) 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 IA Fund (HIAVX)

  

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