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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.520 | 1.530 | 0.010 |
Shares | 66.120 | 66.120 | 0.000 |
Bonds | 32.250 | 37.130 | 4.880 |
Other | 0.100 | 0.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.314 | 18.715 |
Price to Book | 3.392 | 3.000 |
Price to Sales | 2.754 | 2.199 |
Price to Cash Flow | 13.846 | 11.866 |
Dividend Yield | 1.952 | 2.114 |
5 Years Earnings Growth | 9.393 | 9.883 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.390 | 22.950 |
Financial Services | 19.040 | 16.855 |
Healthcare | 11.270 | 11.965 |
Industrials | 9.710 | 11.189 |
Consumer Cyclical | 9.030 | 9.512 |
Communication Services | 8.320 | 7.331 |
Consumer Defensive | 5.230 | 6.430 |
Energy | 4.720 | 4.559 |
Utilities | 3.530 | 2.840 |
Real Estate | 3.080 | 3.235 |
Basic Materials | 1.690 | 3.131 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hartford Capital Appreciation F | - | 33.50 | - | - | |
Hartford Dividend and Growth F | - | 33.46 | - | - | |
Hartford Total Return Bond | US41653L3050 | 32.73 | 33.93 | +0.83% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 18+ | 74.19M | 2.98 | 4.26 | 3.14 | ||
WV SMART529 Direct Age Based 9 13 | 36.25M | 7.70 | 11.81 | 7.68 | ||
WV SMART529 Direct Age Based 0 8 | 26.94M | 8.82 | 14.76 | 9.35 | ||
WV The Hartford SMART529 Balanced B | 4.27K | 3.72 | 9.60 | 7.15 |
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