James Mordy - Hartford Mid Fund Manager
| HMVAX Fund | USD 16.22 0.05 0.31% |
Jim is a portfolio manager in Global Equity Portfolio Management on the Opportunistic Value Team. He manages equity assets on the behalf of our clients, drawing on research from Wellington Managements global industry analysts, equity portfolio managers, and team analysts. He currently manages the Windsor Fund for Vanguard, a midcap value strategy, and a concentrated midcap value strategy. He also comanages the Capital Stewards approach. Jim is the managing director of our Radnor office. Prior to joining Wellington Management in 1985, Jim worked arranging bulk transportation for iron ore, coal, and other materials in the Marine Transportation division of Utah International . Jim earned his MBA from the University of Pennsylvania and his BA in economics from Stanford University .
| Phone | 888-843-7824 |
Hartford Mid Management Performance (%)
Similar Money Managers
| Found 4 records | One Year Return | ||
| Michael Johnson | Vanguard Mid Cap Value | N/A | |
| Donald Butler | Vanguard Mid Cap Value | N/A | |
| Jonathan Simon | Jpmorgan Mid Cap | N/A | |
| Joel Tillinghast | Fidelity Low Priced Stock | N/A | |
Hartford Mid Cap Leadership Team
Elected by the shareholders, the Hartford Mid's board of directors comprises two types of representatives: Hartford Mid 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 Mid's management team and ensure that shareholders' interests are well served. Hartford Mid'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 Mid's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Gregory Garabedian, Fund Manager | ||
| James Mordy, Fund Manager |
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 Mid 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.
| Price To Earning | 17.30 X | ||||
| Price To Book | 1.57 X | ||||
| Price To Sales | 1.10 X | ||||
| Total Asset | 407.79 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 0.76 % | ||||
| One Year Return | 10.61 % | ||||
| Three Year Return | 4.81 % | ||||
| Five Year Return | 8.73 % | ||||
| Ten Year Return | 8.03 % |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Hartford Mid Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Hartford Mid Cap information on this page should be used as a complementary analysis to other Hartford Mid's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.