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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1056 | 1130 | 1260 | 1453 | 1734 |
Fund Return | 3.57% | 5.61% | 13.05% | 8.02% | 7.76% | 5.66% |
Place in category | 128 | 87 | 74 | 12 | 38 | 3 |
% in Category | 34 | 19 | 21 | 3 | 12 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 5.02B | 4.31 | 7.00 | 10.20 | ||
Hartford Capital Appreciation A | 4.64B | 3.87 | 2.17 | 9.19 | ||
Hartford Balanced Income A | 4.27B | -0.43 | 0.90 | 5.22 | ||
Hartford Dividend and Growth I | 4.32B | 4.40 | 7.26 | 10.47 | ||
Hartford Balanced Income I | 3.74B | -0.37 | 1.12 | 5.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.53B | 1.75 | 4.02 | 3.76 | ||
Fidelity Series International VVV | 15.73B | 5.40 | 7.74 | 4.72 | ||
Vanguard International Value Inv | 13.43B | 1.51 | 1.28 | 3.85 | ||
DFA International Value I | 9.44B | 5.20 | 7.76 | 4.39 | ||
Oakmark International Institutional | 8.81B | -2.73 | -1.50 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.48 | 32.14 | -2.27% | |
TotalEnergies SE | FR0000120271 | 1.83 | 64.33 | -2.41% | |
Novartis | CH0012005267 | 1.75 | 92.73 | 0.00% | |
UniCredit | IT0005239360 | 1.74 | 35.290 | -4.16% | |
Msci Eafe Jun24 Ifus 20240621 | - | 1.67 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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