Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.71 | 2.71 | 0.00 |
Stocks | 97.29 | 97.29 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.25 | 15.28 |
Price to Book | 2.72 | 2.41 |
Price to Sales | 2.10 | 1.62 |
Price to Cash Flow | 11.41 | 10.12 |
Dividend Yield | 2.64 | 2.62 |
5 Years Earnings Growth | 9.11 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.04 | 12.44 |
Financial Services | 17.82 | 20.54 |
Healthcare | 14.46 | 15.25 |
Energy | 9.22 | 8.52 |
Industrials | 9.01 | 11.92 |
Communication Services | 8.31 | 5.46 |
Consumer Defensive | 7.10 | 8.47 |
Utilities | 5.68 | 5.05 |
Consumer Cyclical | 4.10 | 6.46 |
Basic Materials | 3.29 | 3.94 |
Real Estate | 2.98 | 3.57 |
Number of long holdings: 79
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.36 | 424.52 | +0.12% | |
Alphabet A | US02079K3059 | 4.16 | 176.73 | +0.78% | |
Wells Fargo&Co | US9497461015 | 3.05 | 57.73 | -1.62% | |
JPMorgan | US46625H1005 | 2.73 | 196.91 | -0.18% | |
Apple | US0378331005 | 2.39 | 194.48 | -0.71% | |
Cisco | US17275R1023 | 2.06 | 46.23 | +0.46% | |
Qualcomm | US7475251036 | 2.00 | 209.44 | -1.16% | |
UnitedHealth | US91324P1021 | 1.99 | 501.92 | -0.24% | |
ConocoPhillips | US20825C1045 | 1.94 | 112.20 | -0.03% | |
TotalEnergies SE ADR | US89151E1091 | 1.80 | 70.83 | +0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 5.04B | 8.78 | 8.00 | 10.49 | ||
Hartford Capital Appreciation A | 4.63B | 9.07 | 4.21 | 9.44 | ||
Hartford Balanced Income A | 4.27B | 2.04 | 1.17 | 5.33 | ||
Hartford Balanced Income I | 3.73B | 2.17 | 1.44 | 5.59 | ||
Hartford Schroders International St | 3.32B | 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