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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.73 | 1.73 | 0.00 |
Stocks | 97.84 | 97.84 | 0.00 |
Other | 0.42 | 0.42 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.37 | 19.70 |
Price to Book | 4.19 | 3.71 |
Price to Sales | 2.62 | 2.37 |
Price to Cash Flow | 14.95 | 13.61 |
Dividend Yield | 1.44 | 1.61 |
5 Years Earnings Growth | 11.97 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.08 | 26.50 |
Financial Services | 12.61 | 14.24 |
Healthcare | 12.38 | 13.70 |
Industrials | 9.68 | 10.18 |
Communication Services | 9.37 | 8.19 |
Consumer Cyclical | 9.26 | 10.25 |
Consumer Defensive | 7.42 | 6.51 |
Energy | 4.41 | 4.45 |
Basic Materials | 3.65 | 2.75 |
Real Estate | 3.45 | 2.36 |
Utilities | 1.68 | 2.42 |
Number of long holdings: 184
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.53 | - | - | |
NVIDIA Corp | - | 3.91 | - | - | |
Apple Inc | - | 3.79 | - | - | |
Amazon.com Inc | - | 2.97 | - | - | |
Meta Platforms Inc Class A | - | 2.54 | - | - | |
Alphabet Inc Class A | - | 2.42 | - | - | |
American Tower Corp | - | 1.81 | - | - | |
UnitedHealth Group Inc | - | 1.71 | - | - | |
Chubb | CH0044328745 | 1.64 | 264.76 | +0.64% | |
Danaher Corp | - | 1.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 5.05B | 4.31 | 7.00 | 10.20 | ||
Hartford Capital Appreciation A | 4.66B | 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 | 3.74B | -0.37 | 1.12 | 5.47 |
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