Allison Mortensen - Hartford Moderate Fund Manager since December 1, 2015


USD 10.55  0.03  0.29%   

  Money Manager
Allison Mortensen CFA Head of MultiAsset Solutions and Portfolio Manager of the Hartford Funds Management Company LLC. has served as portfolio manager of the Fund since 2015. Ms. Mortensen joined the Investment Manager in 2015. Prior to joining the Investment Manager Ms. Mortensen served as a Senior Portfolio Manager at Aberdeen Asset Management Inc. from 2004 to 2015. In this role Ms. Mortensen developed and oversaw multiasset multi manager asset allocation strategies and was responsible for dynamic asset allocation portfolio construction and manager selection. Allison graduated with a BS in finance and computer science from the University of Richmond. She is a CFA Charterholder.
  Money Manager Since 2015  CFA    

Hartford Moderate Management Performance (%)

The investment seeks long-term capital appreciation and income. Hartford Moderate is traded on NASDAQ Exchange in the United States. The fund is listed under Allocation--50% to 70% Equity category and is part of Hartford Mutual Funds family.

Hartford Moderate Leadership Team

Elected by the shareholders, the Hartford Moderate's board of directors comprises two types of representatives: Hartford Moderate inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Hartford. The board's role is to monitor Hartford Moderate's management team and ensure that shareholders' interests are well served. Hartford Moderate's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Hartford Moderate's outside directors are responsible for providing unbiased perspectives on the board's policies.
Vernon Meyer, Fund Manager
Allison Mortensen, Fund Manager since December 1, 2015

Hartford Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Hartford Moderate a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Hartford Moderate in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Hartford Moderate's short interest history, or implied volatility extrapolated from Hartford Moderate options trading.

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When running Hartford Moderate price analysis, check to measure Hartford Moderate's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hartford Moderate is operating at the current time. Most of Hartford Moderate's value examination focuses on studying past and present price action to predict the probability of Hartford Moderate's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Hartford Moderate's price. Additionally, you may evaluate how the addition of Hartford Moderate to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Hartford Moderate's value and its price as these two are different measures arrived at by different means. Investors typically determine Hartford Moderate value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hartford Moderate's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.