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Fund Intelligence | Best Managers | HSMAX Insights | HSMAX Score | HSMAX Performance | HSMAX Manager | HSMAX News | HSMAX Allocation | HSMAX Holdings Change

Mutual Fund Insights: Hartford Small/Mid Cap Equity A Fund (HSMAX)

In-depth Analysis of Hartford Small/Mid Cap Equity A Fund (HSMAX)

Mutual fund chart: Hartford Small/Mid Cap Equity A Fund (HSMAX)

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See Hartford Small/Mid Cap Equity A Fund (HSMAX) performance details as of February 28, 2010

  

    Last Trade: $8.76 on 3/19/2010, Change: -0.09 (-1.02%)
Experiment our closing price forecasting tool for Hartford Small/Mid Cap Equity A Fund (HSMAX) (alpha release)

  

Fund ManagerFund Manager - Kurt T. M. Cubbage

Fund Manager Tenure: 0.1 years   [Similar Funds: HSMBX  HSMYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Kurt T. M. Cubbage is a portfolio manager on the quantitative equity team. Kurt T. M. Cubbage has 10 years of investment management experience. Kurt joined ING in 1999. Previously Kurt T. M. Cubbage worked for Cambridge Associates, where Kurt T. M. Cubbage was a research consultant, specializing in quantitative issues. Kurt T. M. Cubbage also holds the Chartered Financial Analyst designation.  Get more insights on Kurt T. M. Cubbage

  

What we like about Hartford Small/Mid Cap Equity A Fund (HSMAX) What we like about Hartford Small/Mid Cap Equity A Fund (HSMAX)

Data for Hartford Small/Mid Cap Equity A Fund (HSMAX) as of February 28, 2010

  • Hartford Small/Mid Cap Equity A Fund (HSMAX) has good short-term performance (1-year return 66.80% vs 58.17 % Mid-Cap Growth category average)
  • Hartford Small/Mid Cap Equity A Fund (HSMAX) has good mid-term performance (3-year return -6.40% vs -4.00 % Mid-Cap Growth category average)
  • Hartford Small/Mid Cap Equity A Fund (HSMAX) ratio of up-years vs down years is greater than 2
  • Hartford Small/Mid Cap Equity A Fund (HSMAX) has a lower management fee than its Mid-Cap Growth average: 1.21% vs 1.47%

  

What we are cautious about Hartford Small/Mid Cap Equity A Fund (HSMAX) What we are cautious about Hartford Small/Mid Cap Equity A Fund (HSMAX)

Data for Hartford Small/Mid Cap Equity A Fund (HSMAX) as of February 28, 2010

  • Hartford Small/Mid Cap Equity A Fund (HSMAX) management has been with Hartford Small/Mid Cap Equity A Fund for only 0.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Hartford Small/Mid Cap Equity A Fund (HSMAX) has a less-than-ideal Long-term performance (5-year return 0.37% vs 2.06 % Mid-Cap Growth category average)
  • Hartford Small/Mid Cap Equity A Fund (HSMAX) has a Morningstar rating of 3 and below
  • Hartford Small/Mid Cap Equity A Fund (HSMAX) has an annual stock turnover rate of 172.00% that is higher than the Mid-Cap Growth average of 140.76%. This could mean Hartford Small/Mid Cap Equity A is more nimble, but also signal potential high tax impact and high trading fees
  • Hartford Small/Mid Cap Equity A Fund (HSMAX) does not have a good risk adjusted return as its 3-year Alpha of 1.08 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.22
  • Hartford Small/Mid Cap Equity A Fund (HSMAX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.43 that is higher than category average of 23.95
  • Hartford Small/Mid Cap Equity A Fund (HSMAX) carries a 5.5% load
See Hartford Small/Mid Cap Equity A Fund (HSMAX) performance details as of February 28, 2010

  

  

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Hartford Small/Mid Cap Equity A Fund (HSMAX) Net Asset

Track net asset change of Hartford Small/Mid Cap Equity A fund (HSMAX)

DateNet Asset
02/2010$97.31M
01/2010$28.23M
11/2009$27.21M
More historic net asset information on Hartford Small/Mid Cap Equity A Fund (HSMAX)

  

Hartford Small/Mid Cap Equity A Fund (HSMAX) Portfolio Allocation

Track portfolio allocation change of Hartford Small/Mid Cap Equity A fund (HSMAX)

DateCashStockBondOther
09/20091.34%98.66%0%0%
08/20091.44%98.56%0%0%
07/20091.67%98.33%0%0%
Click here to see more historic asset allocation information on Hartford Small/Mid Cap Equity A Fund (HSMAX)

  

Most Recent Top 10 Holdings in Hartford Small/Mid Cap Equity A Fund (HSMAX)

Discover what Hartford Small/Mid Cap Equity A Fund (HSMAX) manager is buying

30-Sep-09
NVIDIA Corporation [1.72%]
ASHLAND INC (NEW) [1.41%]
AEROPOSTALE INC [1.36%]
RED HAT INC [1.29%]
HEINZ H J CO [1.07%]
VALEANT PHARMA INTL [1.07%]
R.R. Donnelley & Sons Company [1.05%]
LABORATORY CORP NEW [1.04%]
MSCI INC [1.01%]
OWENS ILLINOIS [1%]

31-Aug-09
AEROPOSTALE INC [1.49%]
ASHLAND INC (NEW) [1.46%]
NVIDIA Corporation [1.31%]
PULTE HOMES, INC. [1.23%]
HEINZ H J CO [1.15%]
Marvell Technology Group, Ltd. [1.09%]
RED HAT INC [1.08%]
NATL SEMICONDUCTOR [1.06%]
MASCO CP [1.01%]

31-Jul-09
AEROPOSTALE INC [1.43%]
ASHLAND INC (NEW) [1.35%]
NVIDIA Corporation [1.2%]
HEINZ H J CO [1.19%]
PULTE HOMES, INC. [1.13%]
RED HAT INC [1.1%]
NATL SEMICONDUCTOR [1.08%]
SBA Communications Corporation [1.07%]
Linear Technology Corporation [1.05%]
FLUOR CP (NEW) [1.02%]
Click here for Stock Holding Change Map in Hartford Small/Mid Cap Equity A Fund (HSMAX)

  

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Latest News on Hartford Small/Mid Cap Equity A (HSMAX)

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