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Hartford Alternative Strategies Fund Class Y – HALYX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
9.170.01 (+0.11%)9.09 - 9.860.0

Market data as of 6:05PM 10/12/15. Quotes are delayed by at least 15 min.

Overview - HALYX

The investment seeks to outperform the Consumer Price Index (CPI) over a full market cycle while maintaining a low correlation to the broad equity markets. The fund seeks to achieve its goal by allocating its assets across one or more asset classes, which may include but are not limited to fixed income, commodities, equities, or currencies. It will have no geographic restrictions, and so may invest in securities and other instruments of both U.S. and non-U.S. issuers. The fund may invest in fixed income securities and cash and cash equivalents.

Growth of $10,000 (10 Years)

Total Return-0.13%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio0.65%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure3 Years
Fund Inception09/30/2011

Trailing Total Returns - HALYX

as of 09/30/2015
TimeframeHALYXS&P 500Tactical Allocation
1 Month-2.03%-2.47%-1.84%
3 Month-3.99%-6.44%-5.85%
1 Year-7.01%-0.61%-5.43%
3 Year-2.96%12.40%1.37%
5 Year--13.34%3.38%
10 Year--6.80%3.22%
Since Inception-0.13%10.37%--

Sector Allocation - HALYX

as of 09/30/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - HALYX

as of 09/30/2015
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$97.37M
Total Stock Holdings20
Total Bond Holdings10

Top Ten Holdings - HALYX

as of 09/30/2015
CompanyYTD Return% of Assets
Us 10yr Note (Cbt)dec15 Xcbt 20151221--14.71%
Euro Stoxx 50 Sep15 Xeur 20150918--12.08%
Mexico(Utd Mex St)--11.57%
Ftse/Mib Idx Fut Sep15 Xdmi 20150918--10.66%
Australian Index Linked Sr Unsecured Regs 08/35 2--9.10%
Ftse/Jse Top 40 Sep15 Xsaf 20150917--7.18%
S+p/Tsx 60 Ix Fut Sep15 Xmod 20150917--6.85%
Euro-Btp Future Sep15 Xeur 20150908--6.72%
Euro-Oat Future Sep15 Xeur 20150908--6.51%
Can 10yr Bond Fut Dec15 Xmod 20151218--6.50%

Valuation & Growth - HALYX

as of 09/30/2015
ValuationHALYXCategory Range
Price/Cash Flow--
Dividend Yield2.15
LT Earnings7.59
Historical Earnings17.3
Sales Growth18.48
Cash-Flow Growth27.83
Book-Value Growth0.81
Key:  Lo 

Morningstar Summary - HALYX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Key:  Lo 

Tax Analysis - HALYX, 3 Year Avg

Pretax Return-2.96%
Tax-adjusted Return-3.69%
Tax Cost Ratio0.75%
Potential Cap Gains-8.66%

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