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Mutual Fund Insights: Hartford Small Cap Value HLS IA Fund (HSCGX)

In-depth Analysis of Hartford Small Cap Value HLS IA Fund (HSCGX)

Mutual fund chart: Hartford Small Cap Value HLS IA Fund (HSCGX)

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

  

    Last Trade: $10.10 on 3/15/2010, Change: -0.03 (-0.3%)
Experiment our closing price forecasting tool for Hartford Small Cap Value HLS IA Fund (HSCGX) (alpha release)

  

Fund Manager - Chuck Martin

Fund Manager Tenure: 4.0 years
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Martin is a principal of SSgA and SSgA FM. He joined the firm in 2001 and is a member of the firm?s Global Enhanced Equities Team. Prior to SSgA, Martin was an equity analyst at SunTrust Equitable Securities where he covered technology companies. He has also held various positions at Scudder and Putnam Investments. Chuck has worked in the investment industry since 1993. Martin holds the Chartered Financial Analyst designation.  Get more insights on Chuck Martin

  

What we like about Hartford Small Cap Value HLS IA Fund (HSCGX) What we like about Hartford Small Cap Value HLS IA Fund (HSCGX)

Data for Hartford Small Cap Value HLS IA Fund (HSCGX) as of January 31, 2010

  • Hartford Small Cap Value HLS IA Fund (HSCGX) management has been with Hartford Small Cap Value HLS IA Fund for 4.0 years
  • Hartford Small Cap Value HLS IA Fund (HSCGX) has good mid-term performance (3-year return -6.41% vs -7.42% Small Value category average)
  • Hartford Small Cap Value HLS IA Fund (HSCGX) has good Long-term performance (5-year return 2.15% vs 0.77% Small Value category average)
  • Hartford Small Cap Value HLS IA Fund (HSCGX) has an annual stock turnover rate of 54.00% vs Small Value average of 83.25%. It is good that Hartford Small Cap Value HLS IA management does not trade extensively for its return.
  • Hartford Small Cap Value HLS IA Fund (HSCGX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.43, lower than category average of 25.43
  • Hartford Small Cap Value HLS IA Fund (HSCGX) has a lower management fee than its Small Value average: 0.95% vs 1.50%
  • Hartford Small Cap Value HLS IA Fund (HSCGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Hartford Small Cap Value HLS IA Fund (HSCGX) What we are cautious about Hartford Small Cap Value HLS IA Fund (HSCGX)

Data for Hartford Small Cap Value HLS IA Fund (HSCGX) as of January 31, 2010

  • Hartford Small Cap Value HLS IA Fund (HSCGX) has a less-than-ideal short-term performance (1-year return 40.69% vs 44.52% Small Value category average)
  • Hartford Small Cap Value HLS IA Fund (HSCGX) ratio of up-years vs down years can be improved
  • Hartford Small Cap Value HLS IA Fund (HSCGX) has a Morningstar rating of 3 and below
See Hartford Small Cap Value HLS IA Fund (HSCGX) performance details as of January 31, 2010

  

  

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Hartford Small Cap Value HLS IA Fund (HSCGX) Net Asset

Track net asset change of Hartford Small Cap Value HLS IA fund (HSCGX)

DateNet Asset
01/2010$73.19M
11/2009$71.34M
10/2009$70.27M
More historic net asset information on Hartford Small Cap Value HLS IA Fund (HSCGX)

  

Hartford Small Cap Value HLS IA Fund (HSCGX) Portfolio Allocation

Track portfolio allocation change of Hartford Small Cap Value HLS IA fund (HSCGX)

DateCashStockBondOther
09/20094.93%94.76%0%0.31%
08/20095.27%94.4%0%0.33%
07/20094.18%95.48%0%0.34%
Click here to see more historic asset allocation information on Hartford Small Cap Value HLS IA Fund (HSCGX)

  

Most Recent Top 10 Holdings in Hartford Small Cap Value HLS IA Fund (HSCGX)

Discover what Hartford Small Cap Value HLS IA Fund (HSCGX) manager is buying

30-Sep-09
CARBO CERAMICS INC [1.91%]
Landstar System, Inc. [1.89%]
Ares Capital Corporation [1.84%]
Syntel, Inc. [1.71%]
WORLD FUEL SVCS CP [1.61%]
A B M INDUSTRIES INC [1.57%]
ENTERTAINMT PPTY SBI [1.56%]
OWENS AND MINOR INC [1.52%]
McGrath RentCorp [1.38%]
FEDERATED INV INC [1.29%]

31-Aug-09
ENTERTAINMT PPTY SBI [2.08%]
Landstar System, Inc. [1.82%]
A B M INDUSTRIES INC [1.78%]
CARBO CERAMICS INC [1.69%]
Ares Capital Corporation [1.66%]
WORLD FUEL SVCS CP [1.6%]
OWENS AND MINOR INC [1.58%]
Entegris, Inc. [1.56%]
Syntel, Inc. [1.53%]
FEDERATED INV INC [1.37%]

31-Jul-09
Syntel, Inc. [2.69%]
Landstar System, Inc. [2.01%]
WORLD FUEL SVCS CP [1.99%]
ENTERTAINMT PPTY SBI [1.89%]
A B M INDUSTRIES INC [1.76%]
CARBO CERAMICS INC [1.73%]
Ares Capital Corporation [1.69%]
OWENS AND MINOR INC [1.67%]
Entegris, Inc. [1.53%]
LANDAUR INC [1.51%]
Click here for Stock Holding Change Map in Hartford Small Cap Value HLS IA Fund (HSCGX)

  

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