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Hartford Small/Mid Cap Equity HLS IA (HMCSX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford Small/Mid Cap Equity HLS IA (HMCSX) Fund

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

 

Graph of Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) ManagerFund Manager - David J. Elliott

Fund Manager Information

Fund Manager Tenure: 7.4 years
Similar Funds: HMCVX 
Fund Family: Hartford Mutual Funds
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) ProfileHartford Small/Mid Cap Equity HLS IA Fund (HMCSX) Profile

Fund Profile and Description

Hartford Small/Mid Cap Equity HLS IA Fund seeks long-term growth of capital. Hartford Small/Mid Cap Equity HLS IA Fund invests at least 80% of assets in common stocks of small-capitalization and mid-capitalization companies. Small-capitalization and mid-capitalization companies are companies with market capitalizations within the range of companies in the Russell 2500 Index. Hartford Small/Mid Cap Equity HLS IA Fund can invest up to 20% of assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.

 

Hartford Small/Mid Cap Equity HLS IA (HMCSX) Fund Strength What we like about Hartford Small/Mid Cap Equity HLS IA (HMCSX) Fund

Data for Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) as of May 30, 2016

  • Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) management has been with Hartford Small/Mid Cap Equity HLS IA Fund for 7.4 years
  • Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) ratio of up-years vs down years is greater than 2
  • Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.57, lower than category average of 14.58
  • Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) has a lower expense ratio than its Small Blend average: 0.88% vs 1.22%
  • Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) Weakness What we are cautious about Hartford Small/Mid Cap Equity HLS IA (HMCSX) Fund

Data for Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) as of May 30, 2016

  • Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) has a less-than-ideal short-term performance (1-year return -7.28% vs -5.18% Small Blend category median performance)
  • Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) has a less-than-ideal mid-term performance (3-year return 6.46% vs 6.96% Small Blend category median performance)
  • Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) has a less-than-ideal Long-term performance (5-year return 7.78% vs 7.84% Small Blend category median performance)
  • Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) has a Morningstar rating of 3 and below
  • Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) is less safe compared to its Small Blend peers
  • Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) has an annual stock turnover rate of 80.00% that is higher than the Small Blend average of 52.13%. This could mean Hartford Small/Mid Cap Equity HLS IA is more nimble, but also signal potential high tax impact and high trading fees
See Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hartford Small/Mid Cap Equity HLS IA1.74-7.286.467.78
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) Net Asset TrackingHartford Small/Mid Cap Equity HLS IA (HMCSX) Fund Net Asset

Track net asset change of Hartford Small/Mid Cap Equity HLS IA fund (HMCSX)

DateNet Asset
05/2016$90.36M
03/2016$91.71M
02/2016$86.16M
More historic net asset information on Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX)

  

Graph of Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) Portfolio TrackingHartford Small/Mid Cap Equity HLS IA (HMCSX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford Small/Mid Cap Equity HLS IA fund (HMCSX)

DateCashStockBondOther
04/20160.69%99.31%0%0%
02/20160.93%99.07%0%0%
01/20161.01%98.99%0%0%
Click here to see more historic asset allocation information on Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX)

 

graph of Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) Top 10 Position TrackingTop 10 Holdings in Hartford Small/Mid Cap Equity HLS IA (HMCSX) Fund

Discover what Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) manager is buying

Apr 29, 2016
Pinnacle West Capital Corporati [1.4%]
Mack-Cali Realty Corporation Co [1.38%]
Sealed Air Corporation Common S [1.33%]
Acuity Brands Inc (Holding Comp [1.32%]
Alaska Air Group, Inc. Common S [1.3%]
Endurance Specialty Holdings Lt [1.23%]
Great Plains Energy Incorporate [1.17%]
Lennox International, Inc. Comm [1.15%]
Everest Re Group, Ltd. Common S [1.14%]

Feb 28, 2016
Alaska Air Group, Inc. Common S [1.52%]
Sealed Air Corporation Common S [1.47%]
Pinnacle West Capital Corporati [1.4%]
Endurance Specialty Holdings Lt [1.26%]
Mack-Cali Realty Corporation Co [1.25%]
Everest Re Group, Ltd. Common S [1.21%]
Acuity Brands Inc (Holding Comp [1.2%]
Lennox International, Inc. Comm [1.17%]
Great Plains Energy Incorporate [1.16%]

Jan 30, 2016
Alaska Air Group, Inc. Common S [1.45%]
Pinnacle West Capital Corporati [1.43%]
Sealed Air Corporation Common S [1.3%]
Mack-Cali Realty Corporation Co [1.3%]
Endurance Specialty Holdings Lt [1.29%]
Valero Energy Corporation Commo [1.19%]
Acuity Brands Inc (Holding Comp [1.16%]
Everest Re Group, Ltd. Common S [1.16%]
Great Plains Energy Incorporate [1.1%]
Click here for Stock Holding Change Map in Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX)

  

Latest News on Hartford Small/Mid Cap Equity HLS IA (HMCSX) Fund

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Hartford Small/Mid Cap Equity HLS IA Fund (HMCSX) Related ResourcesSee more information on Hartford Small/Mid Cap Equity HLS IA (HMCSX) Fund

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