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Mutual Fund Insights: Hartford Tax-Free National A Fund (HTNAX)

In-depth Analysis of Hartford Tax-Free National A Fund (HTNAX)

Mutual fund chart: Hartford Tax-Free National A Fund (HTNAX)

3 months
6 months
1 year
3 year
5 year

See Hartford Tax-Free National A Fund (HTNAX) performance details as of February 28, 2010

  

    Last Trade: $9.22 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Christopher Bade

Fund Manager Tenure: 3.1 years   [Similar Funds: HTNBX  HTNCX  HTNIX  HTNYX ]
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)
Bade is vice president of Hartford Investment Management. Bade joined Hartford Investment Management in 2001 and has been involved in credit analysis and portfolio management since that time. Prior to joining Hartford Investment Management, he was a vice president and municipal credit analyst at MBIA Insurance Corp.  Get more insights on Christopher Bade

  

What we like about Hartford Tax-Free National A Fund (HTNAX) What we like about Hartford Tax-Free National A Fund (HTNAX)

Data for Hartford Tax-Free National A Fund (HTNAX) as of February 28, 2010

  • Hartford Tax-Free National A Fund (HTNAX) management has been with Hartford Tax-Free National A Fund for 3.1 years
  • Hartford Tax-Free National A Fund (HTNAX) has good short-term performance (1-year return 14.56% vs 12.74 % Muni National Long category average)
  • Hartford Tax-Free National A Fund (HTNAX) has an annual stock turnover rate of 46.00% vs Muni National Long average of 49.13%. It is good that Hartford Tax-Free National A management does not trade extensively for its return.
  • Hartford Tax-Free National A Fund (HTNAX) has a lower management fee than its Muni National Long average: 0.85% vs 1.02%

  

What we are cautious about Hartford Tax-Free National A Fund (HTNAX) What we are cautious about Hartford Tax-Free National A Fund (HTNAX)

Data for Hartford Tax-Free National A Fund (HTNAX) as of February 28, 2010

  • Hartford Tax-Free National A Fund (HTNAX) has a less-than-ideal mid-term performance (3-year return -2.19% vs 2.52 % Muni National Long category average)
  • Hartford Tax-Free National A Fund (HTNAX) has a less-than-ideal Long-term performance (5-year return 0.69% vs 3.14 % Muni National Long category average)
  • Hartford Tax-Free National A Fund (HTNAX) ratio of up-years vs down years can be improved
  • Hartford Tax-Free National A Fund (HTNAX) has a Morningstar rating of 3 and below
  • Hartford Tax-Free National A Fund (HTNAX) is less safe compared to its Muni National Long peers
  • Hartford Tax-Free National A Fund (HTNAX) does not have a good risk adjusted return as its 3-year Alpha of -7.23 is worse than category average of -2.34, and its 3-year Sharpe ratio is -0.39
  • Hartford Tax-Free National A Fund (HTNAX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.1 that is higher than category average of 7.61
  • Hartford Tax-Free National A Fund (HTNAX) carries a 4.5% load
See Hartford Tax-Free National A Fund (HTNAX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Muni National Long category?

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Hartford Tax-Free National A Fund (HTNAX) Net Asset

Track net asset change of Hartford Tax-Free National A fund (HTNAX)

DateNet Asset
02/2010$254.15M
01/2010$155.35M
11/2009$149.89M
More historic net asset information on Hartford Tax-Free National A Fund (HTNAX)

  

Hartford Tax-Free National A Fund (HTNAX) Portfolio Allocation

Track portfolio allocation change of Hartford Tax-Free National A fund (HTNAX)

DateCashStockBondOther
01/20102.16%0%97.84%0%
09/20090.1%0%99.9%0%
08/20092.07%0%97.93%0%
Click here to see more historic asset allocation information on Hartford Tax-Free National A Fund (HTNAX)

  

Most Recent Top 10 Holdings in Hartford Tax-Free National A Fund (HTNAX)

Discover what Hartford Tax-Free National A Fund (HTNAX) manager is buying

31-Jan-10
North Tex Twy Auth 6% [1.68%]
California St Go Bds 6.5% [1.48%]
Ulster Cnty N Y Indl Dev Agy C Rev Bd 6% [1.47%]
Detroit Mich Go Bds 5% [1.29%]
District Columbia Univ Rev Rev Bds 5.25% [1.25%]
Campbell Cnty Wyo Solid Waste Rev 5.75% [1.24%]
Salt River Proj Ariz Agric Imp Rev Bd 5% [1.23%]
Palm Beach Cnty Fla Health Fac Rev 5.75% [1.19%]
Jacksonville Fla Econ Dev Rev Ref 6.25% [1.09%]
Louisiana Pub Facs Auth 6.75% [1.06%]

30-Sep-09
Detroit Mich Go Bds 5% [1.83%]
North Tex Twy Auth 6% [1.75%]
California St Go Bds 6.5% [1.61%]
Ulster Cnty N Y Indl Dev Agy C Rev Bd 6% [1.48%]
Salt River Proj Ariz Agric Imp Rev Bd 5% [1.28%]
Campbell Cnty Wyo Solid Waste Rev 5.75% [1.27%]
District Columbia Univ Rev Rev Bds 5.25% [1.25%]
Palm Beach Cnty Fla Health Fac Rev 5.75% [1.21%]
Jacksonville Fla Econ Dev Rev Ref 6.25% [1.11%]
Louisiana Pub Facs Auth 6.75% [1.08%]

31-Aug-09
Detroit Mich Go Bds 5% [1.74%]
North Tex Twy Auth 6% [1.7%]
California St Go Bds 6.5% [1.57%]
Ulster Cnty N Y Indl Dev Agy C Rev Bd 6% [1.4%]
Campbell Cnty Wyo Solid Waste Rev 5.75% [1.26%]
Salt River Proj Ariz Agric Imp Rev Bd 5% [1.25%]
District Columbia Univ Rev Rev Bds 5.25% [1.25%]
Jacksonville Fla Econ Dev Rev Ref 6.25% [1.06%]
Palm Beach Cnty Fla Health Fac Rev 5.75% [1.05%]
Louisiana Pub Facs Auth 6.75% [1.03%]
Click here for Stock Holding Change Map in Hartford Tax-Free National A Fund (HTNAX)

  

Related books and products to Hartford Tax-Free National A Fund (HTNAX)

  

Latest News on Hartford Tax-Free National A (HTNAX)

See what is happening with Hartford Tax-Free National A Fund (HTNAX)

 

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