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


USD 9.05  0.19  2.14%   

  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 Check Management Performance (%)

The investment seeks long-term capital appreciation and income. Hartford Check 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 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 Check 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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Hartford Check without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Equity Analysis Now


Equity Analysis

Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
All  Next Launch Module

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Hartford Check using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check Risk vs Return Analysis. You can also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

Complementary Tools for analysis

When running Hartford Check price analysis, check to measure Hartford Check'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 Check is operating at the current time. Most of Hartford Check's value examination focuses on studying past and present price action to predict the probability of Hartford Check's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Hartford Check's price. Additionally, you may evaluate how the addition of Hartford Check to your portfolios can decrease your overall portfolio volatility.
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Bond Directory
Find actively traded corporate debentures issued by US companies
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
CEO Directory
Screen CEOs from public companies around the world
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Please note, there is a significant difference between Hartford Check's value and its price as these two are different measures arrived at by different means. Investors typically determine Hartford Check value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hartford Check'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.