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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.530 | 2.540 | 0.010 |
Shares | 65.520 | 65.520 | 0.000 |
Bonds | 31.730 | 35.070 | 3.340 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.210 | 0.210 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.980 | 17.310 |
Price to Book | 2.967 | 2.803 |
Price to Sales | 2.196 | 1.962 |
Price to Cash Flow | 12.821 | 11.434 |
Dividend Yield | 2.149 | 2.201 |
5 Years Earnings Growth | 10.158 | 11.162 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.820 | 21.618 |
Financial Services | 16.480 | 15.325 |
Healthcare | 13.070 | 13.676 |
Industrials | 8.880 | 10.981 |
Communication Services | 8.830 | 6.867 |
Consumer Cyclical | 7.560 | 9.503 |
Consumer Defensive | 6.560 | 6.914 |
Energy | 6.120 | 5.489 |
Basic Materials | 3.870 | 3.522 |
Real Estate | 3.410 | 3.328 |
Utilities | 3.400 | 2.778 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hartford Dividend and Growth F | - | 33.46 | - | - | |
Hartford Capital Appreciation F | - | 33.28 | - | - | |
Hartford Total Return Bond | US41653L3050 | 33.06 | 33.49 | -0.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 18+ | 66.67M | 1.60 | 1.61 | 2.80 | ||
WV SMART529 Direct Age Based 9 13 | 28.46M | 5.12 | 2.83 | 6.68 | ||
WV SMART529 Direct Age Based 0 8 | 24.3M | 6.93 | 4.05 | 8.19 | ||
WV The Hartford SMART529 Balanced B | 36.64K | 5.36 | 2.49 | 6.69 |
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