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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.410 | 2.410 | 0.000 |
Shares | 65.000 | 65.000 | 0.000 |
Bonds | 32.400 | 38.800 | 6.400 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.180 | 0.180 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.849 | 17.735 |
Price to Book | 3.224 | 2.954 |
Price to Sales | 2.389 | 2.102 |
Price to Cash Flow | 13.421 | 11.956 |
Dividend Yield | 2.063 | 2.116 |
5 Years Earnings Growth | 10.233 | 11.285 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.740 | 22.947 |
Financial Services | 15.960 | 15.623 |
Healthcare | 12.080 | 13.033 |
Industrials | 8.990 | 10.684 |
Communication Services | 8.310 | 7.026 |
Consumer Cyclical | 8.170 | 9.407 |
Consumer Defensive | 6.310 | 6.509 |
Energy | 5.040 | 4.924 |
Basic Materials | 4.270 | 3.458 |
Utilities | 3.820 | 2.983 |
Real Estate | 3.300 | 3.404 |
Number of long holdings: 4
Number of short holdings: 1
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 | 33.53 | +0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 18+ | 69.04M | 4.71 | 2.22 | 2.98 | ||
WV SMART529 Direct Age Based 9 13 | 33.27M | 14.05 | 4.69 | 7.25 | ||
WV SMART529 Direct Age Based 0 8 | 26.12M | 17.74 | 6.30 | 8.86 | ||
WV The Hartford SMART529 Balanced B | 9.51K | 14.49 | 4.68 | 7.12 |
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