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Wv The Hartford Smart 529 College Savings Plan The Hartford Smart529 Checks & Balances Portfolio A (0P0000O6MV)

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39.470 +1.380    +3.62%
30/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 46.56M
Type:  Fund
Market:  United States
Issuer:  Hartford Life Insurance Company
Asset Class:  Equity
WV The Hartford SMART529 Checks & Balanced Portfol 39.470 +1.380 +3.62%

0P0000O6MV Overview

 
Find basic information about the Wv The Hartford Smart 529 College Savings Plan The Hartford Smart529 Checks & Balances Portfolio A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000O6MV MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change20.3%
Prev. Close38.09
Risk Rating
TTM YieldN/A
ROE27.71%
IssuerHartford Life Insurance Company
TurnoverN/A
ROA11.52%
Inception DateMar 01, 2002
Total Assets46.56M
ExpensesN/A
Min. InvestmentN/A
Market Cap162.32B
CategoryStatic Allocation - - 50% to 70% Equity
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Wv The Hartford Smart 529 College Savings Plan The Hartford Smart529 Checks & Balances Portfolio A Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1151 1035 1203 1166 1488 2103
Fund Return 15.11% 3.46% 20.3% 5.26% 8.28% 7.72%
Place in category 32 31 33 29 26 10
% in Category 12 12 12 14 16 7

Top Equity Funds by Talcott Resolution Ins Co.

  Name Rating Total Assets YTD% 3Y% 10Y%
  WV The Hartford SMART529 The Hartga 91.6M 40.35 7.44 14.59
  WV SMART529 Direct 500 Index Portfo 79.49M 27.93 11.31 13.19
  WV SMART529 Direct Growth Portfolio 38.53M 17.71 6.26 8.85
  WV SMART529 Direct Age Based Portfo 35.17M 10.36 3.48 5.80
  WV The Hartford SMART529 The Hartee 5.73M 16.77 9.96 9.83

Top Funds for Static Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  OH CollegeAdvantage 529 Vanguard We 9.98B 16.91 5.91 8.47
  VA CollegeAmerica 529 American Bala 4.44B 16.56 6.55 8.19
  KS Schwab Moderate Index 828.01M 13.84 4.61 7.06
  VA CollegeAmerica 529 American Balc 755.07M 15.76 5.73 7.37
  VA Invest529 Moderate Growth 517.06M 12.80 3.93 6.62

Top Holdings

Name ISIN Weight % Last Change %
Hartford Dividend and Growth F - 33.51 - -
Hartford Capital Appreciation F - 33.35 - -
  Hartford Total Return Bond US41653L3050 32.94 33.45 -0.24%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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