Hartford Emerging Markets Fund Manager Performance Evaluation

HERIX Fund  USD 13.17  0.27  2.01%   
The fund retains a Market Volatility (i.e., Beta) of 0.65, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Hartford Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hartford Emerging is expected to be smaller as well.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Hartford Emerging Markets are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Hartford Emerging may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more
1
Hendrix College receives 10 million endowment challenge from Windgate Foundation - Talk Business Politics
12/01/2025
Expense Ratio Date28th of February 2025
Expense Ratio1.1600
  

Hartford Emerging Relative Risk vs. Return Landscape

If you would invest  1,194  in Hartford Emerging Markets on November 3, 2025 and sell it today you would earn a total of  123.00  from holding Hartford Emerging Markets or generate 10.3% return on investment over 90 days. Hartford Emerging Markets is currently producing 0.1617% returns and takes up 0.8373% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than HARTFORD, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Hartford Emerging is expected to generate 1.13 times more return on investment than the market. However, the company is 1.13 times more volatile than its market benchmark. It trades about 0.19 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Hartford Emerging Current Valuation

Undervalued
Today
13.17
Please note that Hartford Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Hartford Emerging Markets retains a regular Real Value of $14.13 per share. The prevalent price of the fund is $13.17. We determine the value of Hartford Emerging Markets from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Hartford Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of HARTFORD Mutual Fund. However, Hartford Emerging's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  13.17 Real  14.13 Hype  13.17 Naive  13.34
The intrinsic value of Hartford Emerging's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Hartford Emerging's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
14.13
Real Value
14.97
Upside
Estimating the potential upside or downside of Hartford Emerging Markets helps investors to forecast how HARTFORD mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Hartford Emerging more accurately as focusing exclusively on Hartford Emerging's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.0512.8113.56
Details
Hype
Prediction
LowEstimatedHigh
12.3313.1714.01
Details
Naive
Forecast
LowNext ValueHigh
12.5013.3414.17
Details
Below is the normalized historical share price chart for Hartford Emerging Markets extending back to May 31, 2011. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Hartford Emerging stands at 13.17, as last reported on the 1st of February, with the highest price reaching 13.17 and the lowest price hitting 13.17 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

Hartford Emerging Target Price Odds to finish over Current Price

The tendency of HARTFORD Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 13.17 90 days 13.17 
under 4
Based on a normal probability distribution, the odds of Hartford Emerging to move above the current price in 90 days from now is under 4 (This Hartford Emerging Markets probability density function shows the probability of HARTFORD Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Hartford Emerging has a beta of 0.65. This usually indicates as returns on the market go up, Hartford Emerging average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Hartford Emerging Markets will be expected to be much smaller as well. Additionally Hartford Emerging Markets has an alpha of 0.1194, implying that it can generate a 0.12 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Hartford Emerging Price Density   
       Price  

Predictive Modules for Hartford Emerging

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Hartford Emerging Markets. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
12.3313.1714.01
Details
Intrinsic
Valuation
LowRealHigh
11.8514.1314.97
Details
Naive
Forecast
LowNextHigh
12.5013.3414.17
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.0512.8113.56
Details

Hartford Emerging Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Hartford Emerging is not an exception. The market had few large corrections towards the Hartford Emerging's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Hartford Emerging Markets, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Hartford Emerging within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.12
β
Beta against Dow Jones0.65
σ
Overall volatility
0.57
Ir
Information ratio 0.13

Hartford Emerging Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Hartford Emerging for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Hartford Emerging Markets can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund retains 98.72% of its assets under management (AUM) in equities

Hartford Emerging Fundamentals Growth

HARTFORD Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hartford Emerging, and Hartford Emerging fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on HARTFORD Mutual Fund performance.

About Hartford Emerging Performance

Evaluating Hartford Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hartford Emerging has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Hartford Emerging has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its assets in equity securities of companies in emerging markets. It will typically seek to be broadly diversified across countries, sectors and industries represented in the MSCI Emerging Markets Index, although the extent of that representation may vary. The fund has no limit on the amount of assets that may be invested in an emerging market country, including China. It may invest in securities of foreign issuers in the form of depositary receipts or other securities that are convertible into securities of foreign issuers.

Things to note about Hartford Emerging Markets performance evaluation

Checking the ongoing alerts about Hartford Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund retains 98.72% of its assets under management (AUM) in equities
Evaluating Hartford Emerging's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Hartford Emerging's mutual fund performance include:
  • Analyzing Hartford Emerging's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Hartford Emerging's stock is overvalued or undervalued compared to its peers.
  • Examining Hartford Emerging's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Hartford Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hartford Emerging's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Hartford Emerging's mutual fund. These opinions can provide insight into Hartford Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Hartford Emerging's mutual fund performance is not an exact science, and many factors can impact Hartford Emerging's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in HARTFORD Mutual Fund

Hartford Emerging financial ratios help investors to determine whether HARTFORD Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in HARTFORD with respect to the benefits of owning Hartford Emerging security.
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated