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Hartford Global Research HLS IA (HVGAX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford Global Research HLS IA (HVGAX) Fund

    Last Trade: $13.55 on 4/15/2014, Change: +0.03 (0.22%)

 

Graph of Hartford Global Research HLS IA Fund (HVGAX) ManagerFund Manager - Mark Mandel

Fund Manager Information

Fund Manager Tenure: 6.2 years
Similar Funds: HVGBX 
Fund Family: Hartford Mutual Funds
Fund Category: World Stock
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

 

Graph of Hartford Global Research HLS IA Fund (HVGAX) ProfileHartford Global Research HLS IA Fund (HVGAX) Profile

Fund Profile and Description

Hartford Global Research HLS IA Fund seeks long-term capital appreciation. Hartford Global Research HLS IA Fund normally invests at least 80% of assets in equity securities. It invests primarily in equity securities of companies in a broad range of countries, industries and market capitalizations worldwide. Hartford Global Research HLS IA Fund typically seeks to maintain some representation in each major industry represented in the MSCI All Country World Index. It invest in securities of companies located in a number of different countries throughout the world, one of which may be the United States; however, it has no limit on the amount of assets that may be invested in each country.

 

Hartford Global Research HLS IA (HVGAX) Fund Strength What we like about Hartford Global Research HLS IA (HVGAX) Fund

Data for Hartford Global Research HLS IA Fund (HVGAX) as of Mar 30, 2014

  • Hartford Global Research HLS IA Fund (HVGAX) management has been with Hartford Global Research HLS IA Fund for 6.2 years
  • Hartford Global Research HLS IA Fund (HVGAX) has good short-term performance (1-year return 22.13% vs 18.40% World Stock category median performance)
  • Hartford Global Research HLS IA Fund (HVGAX) has good mid-term performance (3-year return 10.48% vs 9.86% World Stock category median performance)
  • Hartford Global Research HLS IA Fund (HVGAX) has good Long-term performance (5-year return 20.75% vs 18.13% World Stock category median performance)
  • Hartford Global Research HLS IA Fund (HVGAX) ratio of up-years vs down years is greater than 2
  • Hartford Global Research HLS IA Fund (HVGAX) has a Morningstar rating of 4 and above
  • Hartford Global Research HLS IA Fund (HVGAX) has a lower expense ratio than its World Stock average: 1.01% vs 1.35%
  • Hartford Global Research HLS IA Fund (HVGAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Hartford Global Research HLS IA Fund (HVGAX) Weakness What we are cautious about Hartford Global Research HLS IA (HVGAX) Fund

Data for Hartford Global Research HLS IA Fund (HVGAX) as of Mar 30, 2014

  • Hartford Global Research HLS IA Fund (HVGAX) has an annual stock turnover rate of 97.00% that is higher than the World Stock average of 53.09%. This could mean Hartford Global Research HLS IA is more nimble, but also signal potential high tax impact and high trading fees
  • Hartford Global Research HLS IA Fund (HVGAX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.79 that is higher than category average of 14.83
See Hartford Global Research HLS IA Fund (HVGAX) performance details as of Mar 30, 2014

 

What do you think?

 

Compare Hartford Global Research HLS IA Fund (HVGAX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hartford Global Research HLS IA2.5422.1310.4820.75
Oppenheimer Global Value N (GLVNX)-2.3026.2612.2730.02Compare
AQR Global Equity Y (AQGYX)1.7220.7911.3620.47Compare
Artisan Global Equity Inv (ARTHX)0.0017.2015.960Compare

See top fund managers for World Stock Category Funds

 

Compare Hartford Global Research HLS IA Fund (HVGAX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Min Vol (ACWV)1.07%6.49%0
Guggenheim S&P Global Dividend Opps Idx (LVL)2.10%6.13%1.41%
SPDR DJ Global Titans (DGT)1.01%20.96%6.99%
iShares MSCI Kokusai Index (TOK)1.73%20.59%10.01%
First Trust DJ Global Select Dividend (FGD)3.27%19.73%9.21%

 

Graph of Hartford Global Research HLS IA Fund (HVGAX) Net Asset TrackingHartford Global Research HLS IA (HVGAX) Fund Net Asset

Track net asset change of Hartford Global Research HLS IA fund (HVGAX)

DateNet Asset
03/2014$81.34M
02/2014$82.19M
01/2014$78.58M
More historic net asset information on Hartford Global Research HLS IA Fund (HVGAX)

  

Graph of Hartford Global Research HLS IA Fund (HVGAX) Portfolio TrackingHartford Global Research HLS IA (HVGAX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford Global Research HLS IA fund (HVGAX)

DateCashStockBondOther
02/20140%97.7%0%1.88%
01/20141.21%97.1%0%1.22%
11/20130%96.77%0%2.79%
Click here to see more historic asset allocation information on Hartford Global Research HLS IA Fund (HVGAX)

 

graph of Hartford Global Research HLS IA Fund (HVGAX) Top 10 Position TrackingTop 10 Holdings in Hartford Global Research HLS IA (HVGAX) Fund

Discover what Hartford Global Research HLS IA Fund (HVGAX) manager is buying

Feb 27, 2014
Google Inc. [1.5%]
Amazon.com, Inc. [1.27%]
ANHEUSER-BUSCH INBEV [1.25%]
Diageo PLC [1.21%]
Mondelez International, Inc. [1.2%]
QUALCOMM Incorporated [0.81%]
Standard Chartered PLC [0.76%]
AIRASIA BHD [0.74%]
Walt Disney Company (The) Commo [0.74%]
FireEye, Inc. [0.7%]

Jan 30, 2014
Google Inc. [1.54%]
Amazon.com, Inc. [1.33%]
Mondelez International, Inc. [1.24%]
Diageo PLC [1.22%]
ANHEUSER-BUSCH INBEV [1.22%]
QUALCOMM Incorporated [0.85%]
STANDARD CHARTERED [0.76%]
Bristol-Myers Squibb Company Co [0.7%]
Walt Disney Company (The) Commo [0.69%]
General Electric Company Common [0.65%]

Nov 29, 2013
Amazon.com, Inc. [1.43%]
Coca-Cola Company (The) Common [1.39%]
Apple Inc. [1.25%]
NESTLE SA CHAM ET VE [1.13%]
Google Inc. [0.86%]
QUALCOMM Incorporated [0.85%]
Mondelez International, Inc. [0.78%]
ANHEUSER-BUSCH INBEV [0.78%]
STANDARD CHARTERED [0.77%]
Bristol-Myers Squibb Company Co [0.74%]
Click here for Stock Holding Change Map in Hartford Global Research HLS IA Fund (HVGAX)

  

Latest News on Hartford Global Research HLS IA (HVGAX) Fund

See what is happening with Hartford Global Research HLS IA Fund (HVGAX)

 

Hartford Global Research HLS IA Fund (HVGAX) Related ResourcesSee more information on Hartford Global Research HLS IA (HVGAX) Fund

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