Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.92 | 1.92 | 0.00 |
Stocks | 97.43 | 97.43 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.62 | 0.62 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.50 | 19.60 |
Price to Book | 3.33 | 3.69 |
Price to Sales | 2.27 | 2.35 |
Price to Cash Flow | 13.78 | 13.52 |
Dividend Yield | 1.73 | 1.62 |
5 Years Earnings Growth | 11.37 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.85 | 26.45 |
Financial Services | 15.14 | 14.22 |
Healthcare | 11.39 | 13.69 |
Consumer Cyclical | 10.68 | 10.24 |
Communication Services | 8.97 | 8.20 |
Industrials | 8.62 | 10.17 |
Consumer Defensive | 6.70 | 6.54 |
Basic Materials | 4.70 | 2.75 |
Energy | 3.57 | 4.48 |
Real Estate | 2.91 | 2.34 |
Utilities | 1.47 | 2.49 |
Number of long holdings: 172
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.20 | 423.85 | -0.16% | |
Apple | US0378331005 | 4.94 | 196.89 | +1.24% | |
NVIDIA | US67066G1040 | 3.76 | 1,208.61 | -0.11% | |
Amazon.com | US0231351067 | 2.69 | 184.30 | -0.38% | |
Alphabet A | US02079K3059 | 2.53 | 174.45 | -1.29% | |
UnitedHealth | US91324P1021 | 2.31 | 490.69 | -2.24% | |
American Express | US0258161092 | 2.16 | 232.67 | -0.29% | |
Meta Platforms | US30303M1027 | 1.79 | 492.96 | -0.16% | |
Honeywell | US4385161066 | 1.71 | 208.78 | +0.16% | |
Chevron | US1667641005 | 1.44 | 156.08 | +0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 5.02B | 8.78 | 8.00 | 10.49 | ||
Hartford Dividend and Growth I | 4.33B | 8.87 | 8.25 | 10.76 | ||
Hartford Balanced Income A | 4.27B | 2.04 | 1.17 | 5.33 | ||
Hartford Balanced Income I | 3.74B | 2.17 | 1.44 | 5.59 | ||
Hartford Schroders International St | 3.37B | 7.21 | 1.03 | 6.35 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review