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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1045 | 1154 | 1236 | 1718 | 2745 |
Fund Return | 4.42% | 4.51% | 15.4% | 7.32% | 11.43% | 10.63% |
Place in category | 709 | 500 | 494 | 279 | 107 | 41 |
% in Category | 52 | 37 | 42 | 27 | 13 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 5.04B | 4.31 | 7.00 | 10.20 | ||
Hartford Capital Appreciation A | 4.63B | 3.87 | 2.17 | 9.19 | ||
Hartford Balanced Income A | 4.27B | -0.43 | 0.90 | 5.22 | ||
Hartford Dividend and Growth I | 4.33B | 4.40 | 7.26 | 10.47 | ||
Hartford Balanced Income I | 3.73B | -0.37 | 1.12 | 5.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 38.98B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.37 | 415.13 | +0.23% | |
Alphabet A | US02079K3059 | 4.17 | 172.50 | +0.23% | |
Wells Fargo&Co | US9497461015 | 3.09 | 59.92 | +1.20% | |
JPMorgan | US46625H1005 | 2.78 | 202.63 | +1.66% | |
Apple | US0378331005 | 2.40 | 192.25 | +0.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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