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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.070 | 4.070 | 0.000 |
Stocks | 42.880 | 42.880 | 0.000 |
Bonds | 52.690 | 54.440 | 1.750 |
Convertible | 0.150 | 0.150 | 0.000 |
Preferred | 0.210 | 0.210 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.046 | 17.384 |
Price to Book | 2.443 | 2.530 |
Price to Sales | 2.033 | 1.868 |
Price to Cash Flow | 11.218 | 11.095 |
Dividend Yield | 3.192 | 2.227 |
5 Years Earnings Growth | 7.670 | 10.790 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.680 | 15.693 |
Healthcare | 16.810 | 11.800 |
Industrials | 13.040 | 11.055 |
Utilities | 9.050 | 3.325 |
Technology | 8.790 | 21.016 |
Consumer Defensive | 8.620 | 6.149 |
Energy | 8.230 | 4.397 |
Real Estate | 6.740 | 5.621 |
Basic Materials | 5.290 | 3.973 |
Consumer Cyclical | 3.520 | 9.743 |
Communication Services | 2.220 | 7.229 |
Number of long holdings: 1
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hartford Balanced Income F | - | 100.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV The Hartford SMART529 The Hartga | 92.38M | 41.81 | 7.84 | 14.85 | ||
WV SMART529 Direct 500 Index Portfo | 79.03M | 24.87 | 8.81 | 12.95 | ||
WV The Hartford SMART529 ChecksBala | 44.63M | 11.49 | 2.88 | 7.44 | ||
WV SMART529 Direct Growth Portfolio | 37.25M | 14.57 | 4.22 | 8.66 | ||
WV SMART529 Direct Age Based Portfo | 34.78M | 8.47 | 2.35 | 5.68 |
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