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Mutual Fund Insights: Hartford Select MidCap Value B Fund (HSVBX)

In-depth Analysis of Hartford Select MidCap Value B Fund (HSVBX)

Mutual fund chart: Hartford Select MidCap Value B Fund (HSVBX)

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See Hartford Select MidCap Value B Fund (HSVBX) performance details as of January 31, 2010

  

    Last Trade: $0.00 on N/A, Change: N/A (0%)
Experiment our closing price forecasting tool for Hartford Select MidCap Value B Fund (HSVBX) (alpha release)

  

Fund Manager - Hugh T. M. Whelan

Fund Manager Tenure: 3.3 years   [Similar Funds: HSVYX ]
Fundmojo Fund Grade: D (Score: 0.41)     (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 Select MidCap Value B Fund (HSVBX) What we like about Hartford Select MidCap Value B Fund (HSVBX)

Data for Hartford Select MidCap Value B Fund (HSVBX) as of January 31, 2010

  • Hartford Select MidCap Value B Fund (HSVBX) management has been with Hartford Select MidCap Value B Fund for 3.3 years
  • Hartford Select MidCap Value B Fund (HSVBX) has good short-term performance (1-year return 46.32% vs 43.98% Mid-Cap Value category average)

  

What we are cautious about Hartford Select MidCap Value B Fund (HSVBX) What we are cautious about Hartford Select MidCap Value B Fund (HSVBX)

Data for Hartford Select MidCap Value B Fund (HSVBX) as of January 31, 2010

  • Hartford Select MidCap Value B Fund (HSVBX) has a less-than-ideal mid-term performance (3-year return -9.85% vs -6.98% Mid-Cap Value category average)
  • Hartford Select MidCap Value B Fund (HSVBX) ratio of up-years vs down years can be improved
  • Hartford Select MidCap Value B Fund (HSVBX) has a Morningstar rating of 3 and below
  • Hartford Select MidCap Value B Fund (HSVBX) is less safe compared to its Mid-Cap Value peers
  • Hartford Select MidCap Value B Fund (HSVBX) has an annual stock turnover rate of 111.00% that is higher than the Mid-Cap Value average of 107.20%. This could mean Hartford Select MidCap Value B is more nimble, but also signal potential high tax impact and high trading fees
  • Hartford Select MidCap Value B Fund (HSVBX) does not have a good risk adjusted return as its 3-year Alpha of 0.04 is worse than category average of 2.33, and its 3-year Sharpe ratio is -0.35
  • Hartford Select MidCap Value B Fund (HSVBX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.44 that is higher than category average of 24.2
  • Hartford Select MidCap Value B Fund (HSVBX) has a higher management fee of 2.05% than its Mid-Cap Value average of 1.37%
  • Hartford Select MidCap Value B Fund (HSVBX) carries a 5% load
See Hartford Select MidCap Value B Fund (HSVBX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Value category?

Below are some additional Mid-Cap Value mutual funds generated out of our database

  

Hartford Select MidCap Value B Fund (HSVBX) Net Asset

Track net asset change of Hartford Select MidCap Value B fund (HSVBX)

DateNet Asset
01/2010$2.11M
11/2009$2.14M
10/2009$2.04M
More historic net asset information on Hartford Select MidCap Value B Fund (HSVBX)

  

Hartford Select MidCap Value B Fund (HSVBX) Portfolio Allocation

Track portfolio allocation change of Hartford Select MidCap Value B fund (HSVBX)

DateCashStockBondOther
09/20092.48%97.52%0%0%
08/20092.2%97.8%0%0%
06/20091.69%98.31%0%0%
Click here to see more historic asset allocation information on Hartford Select MidCap Value B Fund (HSVBX)

  

Most Recent Top 10 Holdings in Hartford Select MidCap Value B Fund (HSVBX)

Discover what Hartford Select MidCap Value B Fund (HSVBX) manager is buying

30-Sep-09
ANNALY CAPITAL MANAG [1.87%]
INTL PAPER [1.37%]
CLIFFS NATURAL [1.36%]
PROGRESSIVE CP [1.18%]
FEDERAL RLTY INV TR [1.13%]
Fifth Third Bancorp [1.03%]
A K STEEL HLDG CORP [1.01%]
COMPASS MINERALS INT [1%]
PLUM CREEK TIM REIT [0.99%]

31-Aug-09
ANNALY CAPITAL MANAG [1.89%]
INTL PAPER [1.49%]
PROGRESSIVE CP [1.24%]
FEDERAL RLTY INV TR [1.21%]
Fifth Third Bancorp [1.17%]
CLIFFS NATURAL [1.12%]
A K STEEL HLDG CORP [1.09%]
PLUM CREEK TIM REIT [1.03%]
UNITED STATES STEEL [0.91%]
COMPASS MINERALS INT [0.91%]

30-Jun-09
ANNALY CAPITAL MANAG [1.8%]
CLIFFS NATURAL [1.63%]
PROGRESSIVE CP [1.33%]
FEDERAL RLTY INV TR [1.17%]
INTL PAPER [1.15%]
A K STEEL HLDG CORP [1.03%]
PLUM CREEK TIM REIT [1.03%]
PENNEY J C CO HOLDIN [0.93%]
MURPHY OIL CP HLDG [0.91%]
FOREST LABS CL A [0.91%]
Click here for Stock Holding Change Map in Hartford Select MidCap Value B Fund (HSVBX)

  

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