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Mutual Fund Insights: Hartford Midcap Y Fund (HMDYX)

In-depth Analysis of Hartford Midcap Y Fund (HMDYX)

Mutual fund chart: Hartford Midcap Y Fund (HMDYX)

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See Hartford Midcap Y Fund (HMDYX) performance details as of January 31, 2010

Last Trade: $20.93 on 3/15/2010, Change: -0.01 (-0.05%)

Experiment our closing price forecasting tool for Hartford Midcap Y Fund (HMDYX) (alpha release)

Fund Manager - Phillip H. Perelmuter

Fund Manager Tenure: 12.2 years [Similar Funds: HMDCX ]
Fundmojo Fund Grade: A (Score: 0.76) (What does this score mean?)

Perelmuter is vice president and equity portfolio manager of Wellington Management, he joined the firm in 1995. Get more insights on Phillip H. Perelmuter

What we like about Hartford Midcap Y Fund (HMDYX)

Data for Hartford Midcap Y Fund (HMDYX) as of January 31, 2010

Hartford Midcap Y Fund (HMDYX) management has been with Hartford Midcap Y Fund for 12.2 years
Hartford Midcap Y Fund (HMDYX) has good mid-term performance (3-year return -3.26% vs -5.54% Mid-Cap Growth category average)
Hartford Midcap Y Fund (HMDYX) has good Long-term performance (5-year return 4.56% vs 1.43% Mid-Cap Growth category average)
Hartford Midcap Y Fund (HMDYX) ratio of up-years vs down years is greater than 2
Hartford Midcap Y Fund (HMDYX) has a Morningstar rating of 4 and above
Hartford Midcap Y Fund (HMDYX) has an annual stock turnover rate of 91.00% vs Mid-Cap Growth average of 138.22%. It is good that Hartford Midcap Y management does not trade extensively for its return.
Hartford Midcap Y Fund (HMDYX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.23, lower than category average of 23.72
Hartford Midcap Y Fund (HMDYX) has a lower management fee than its Mid-Cap Growth average: 0.79% vs 1.46%
Hartford Midcap Y Fund (HMDYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Hartford Midcap Y Fund (HMDYX)

Data for Hartford Midcap Y Fund (HMDYX) as of January 31, 2010

Hartford Midcap Y Fund (HMDYX) has a less-than-ideal short-term performance (1-year return 33.38% vs 39.73% Mid-Cap Growth category average)

See Hartford Midcap Y Fund (HMDYX) performance details as of January 31, 2010

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Hartford Midcap Y Fund (HMDYX) Net Asset

Track net asset change of Hartford Midcap Y fund (HMDYX)

Date	Net Asset
01/2010	$255.93M
11/2009	$282.69M
10/2009	$243.62M

More historic net asset information on Hartford Midcap Y Fund (HMDYX)

Hartford Midcap Y Fund (HMDYX) Portfolio Allocation

Track portfolio allocation change of Hartford Midcap Y fund (HMDYX)

Date	Cash	Stock	Bond	Other
09/2009	3.78%	96.22%	0%	0%
08/2009	5.79%	94.21%	0%	0%
07/2009	4.28%	95.72%	0%	0%

Click here to see more historic asset allocation information on Hartford Midcap Y Fund (HMDYX)

Most Recent Top 10 Holdings in Hartford Midcap Y Fund (HMDYX)

Discover what Hartford Midcap Y Fund (HMDYX) manager is buying

30-Sep-09

WESTERN UNION COMPAN [2.1%]
BECKMAN COULTER INC [2.07%]
Dreamworks Animation SKG, Inc. [2.03%]
PACCAR Inc. [1.75%]
UNUM GROUP [1.74%]
LENNOX INTL INC [1.48%]
Lam Research Corporation [1.47%]
WATSON PHARMACEUTCLS [1.46%]
Huntington Bancshares Incorpora [1.44%]
PEABODY ENERGY CORP [1.43%]

31-Aug-09

WESTERN UNION COMPAN [2.08%]
Dreamworks Animation SKG, Inc. [2.01%]
BECKMAN COULTER INC [1.96%]
UNUM GROUP [1.9%]
NetApp, Inc. [1.85%]
PACCAR Inc. [1.74%]
TERADATA CORP [1.56%]
LENNOX INTL INC [1.53%]
Lam Research Corporation [1.52%]
WATSON PHARMACEUTCLS [1.46%]

31-Jul-09

WESTERN UNION COMPAN [2.11%]
DREAMWORKS ANIMATION [1.96%]
NetApp, Inc. [1.91%]
BECKMAN COULTER INC [1.91%]
PACCAR Inc. [1.74%]
UNUM GROUP [1.74%]
Patterson Companies Inc. [1.68%]
U G I CP [1.65%]
LENNOX INTL INC [1.56%]
Lam Research Corporation [1.56%]

Click here for Stock Holding Change Map in Hartford Midcap Y Fund (HMDYX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.