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Mutual Fund Insights: Hartford Small/Mid Cap Equity Y Fund (HSMYX)

In-depth Analysis of Hartford Small/Mid Cap Equity Y Fund (HSMYX)

Mutual fund chart: Hartford Small/Mid Cap Equity Y Fund (HSMYX)

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

  

    Last Trade: $8.95 on 3/19/2010, Change: -0.10 (-1.1%)
Experiment our closing price forecasting tool for Hartford Small/Mid Cap Equity Y Fund (HSMYX) (alpha release)

  

Fund ManagerFund Manager - Hugh T. M. Whelan

Fund Manager Tenure: 0.1 years   [Similar Funds: HSMAX  HSMBX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Whelan has been executive vice president of Hartford Investment Management since 2005. He has been with Hartford since 1990. Whelan holds the Chartered Financial Analyst designation.  Get more insights on Hugh T. M. Whelan

  

What we like about Hartford Small/Mid Cap Equity Y Fund (HSMYX) What we like about Hartford Small/Mid Cap Equity Y Fund (HSMYX)

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

  • Hartford Small/Mid Cap Equity Y Fund (HSMYX) has good short-term performance (1-year return 67.39% vs 58.17 % Mid-Cap Growth category average)
  • Hartford Small/Mid Cap Equity Y Fund (HSMYX) has good mid-term performance (3-year return -6.05% vs -4.00 % Mid-Cap Growth category average)
  • Hartford Small/Mid Cap Equity Y Fund (HSMYX) ratio of up-years vs down years is greater than 2
  • Hartford Small/Mid Cap Equity Y Fund (HSMYX) has a lower management fee than its Mid-Cap Growth average: 0.95% vs 1.47%
  • Hartford Small/Mid Cap Equity Y Fund (HSMYX) 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/Mid Cap Equity Y Fund (HSMYX) What we are cautious about Hartford Small/Mid Cap Equity Y Fund (HSMYX)

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

  • Hartford Small/Mid Cap Equity Y Fund (HSMYX) management has been with Hartford Small/Mid Cap Equity Y 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 Y Fund (HSMYX) has a less-than-ideal Long-term performance (5-year return 0.74% vs 2.06 % Mid-Cap Growth category average)
  • Hartford Small/Mid Cap Equity Y Fund (HSMYX) has a Morningstar rating of 3 and below
  • Hartford Small/Mid Cap Equity Y Fund (HSMYX) 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 Y is more nimble, but also signal potential high tax impact and high trading fees
  • Hartford Small/Mid Cap Equity Y Fund (HSMYX) does not have a good risk adjusted return as its 3-year Alpha of 1.44 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.21
  • Hartford Small/Mid Cap Equity Y Fund (HSMYX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.41 that is higher than category average of 23.95
See Hartford Small/Mid Cap Equity Y Fund (HSMYX) performance details as of February 28, 2010

  

  

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Hartford Small/Mid Cap Equity Y Fund (HSMYX) Net Asset

Track net asset change of Hartford Small/Mid Cap Equity Y fund (HSMYX)

DateNet Asset
02/2010$97.31M
01/2010$3.84M
11/2009$2.20M
More historic net asset information on Hartford Small/Mid Cap Equity Y Fund (HSMYX)

  

Hartford Small/Mid Cap Equity Y Fund (HSMYX) Portfolio Allocation

Track portfolio allocation change of Hartford Small/Mid Cap Equity Y fund (HSMYX)

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 Y Fund (HSMYX)

  

Most Recent Top 10 Holdings in Hartford Small/Mid Cap Equity Y Fund (HSMYX)

Discover what Hartford Small/Mid Cap Equity Y Fund (HSMYX) 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 [1.45%]
ASHLAND INC (NEW) [1.24%]
HEINZ H J CO [1.19%]
NVIDIA Corporation [1.13%]
SBA Communications Corporation [1.08%]
Electronic Arts Inc. [1.07%]
FLUOR CP (NEW) [1.07%]
LABORATORY CORP NEW [1.06%]
RED HAT INC [1.05%]

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 Y Fund (HSMYX)

  

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