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Wv The Hartford Smart 529 College Savings Plan The Hartford Smart529 Checks & Balances Portfolio C (0P0000O6N3)

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33.560 +1.150    +3.55%
30/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.91M
Type:  Fund
Market:  United States
Issuer:  Talcott Resolution Ins Co.
Asset Class:  Equity
WV The Hartford SMART529 Checks Balanced Portfolio 33.560 +1.150 +3.55%

0P0000O6N3 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the WV The Hartford SMART529 Checks Balanced Portfolio (0P0000O6N3) fund. Our WV The Hartford SMART529 Checks Balanced Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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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

 Style Box

Value & Growth Measures

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

Sector Allocation

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

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Emerging Markets
  • Developed Markets

Top Holdings

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%

Top Equity Funds by Talcott Resolution Ins Co.

  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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