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Wv The Hartford Smart 529 College Savings Plan The Hartford Smart529 Checks & Balances Portfolio E (0P0000O6S3)

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38.450 +1.390    +3.75%
31/05 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.9M
WV The Hartford SMART529 Checks & Balanced Portfol 38.450 +1.390 +3.75%

0P0000O6S3 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the WV The Hartford SMART529 Checks & Balanced Portfol (0P0000O6S3) fund. Our WV The Hartford SMART529 Checks & Balanced Portfol 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 2.530 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

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.980 17.178
Price to Book 2.967 2.786
Price to Sales 2.196 1.948
Price to Cash Flow 12.821 11.329
Dividend Yield 2.149 2.211
5 Years Earnings Growth 10.158 11.132

Sector Allocation

Name  Net % Category Average
Technology 21.820 21.598
Financial Services 16.480 15.325
Healthcare 13.070 13.682
Industrials 8.880 10.985
Communication Services 8.830 6.846
Consumer Cyclical 7.560 9.555
Consumer Defensive 6.560 6.916
Energy 6.120 5.472
Basic Materials 3.870 3.526
Real Estate 3.410 3.339
Utilities 3.400 2.756

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 - 33.46 - -
Hartford Capital Appreciation F - 33.28 - -
  Hartford Total Return Bond US41653L3050 33.06 33.88 +0.06%

Top Equity Funds by Talcott Resolution Ins Co.

  Name Rating Total Assets YTD% 3Y% 10Y%
  WV The Hartford SMART529 The Hartga 78.02M 18.49 3.21 13.92
  WV SMART529 Direct 500 Index Portfo 67.27M 11.24 9.44 12.53
  WV The Hartford SMART529 ChecksBala 44.42M 5.63 3.06 7.28
  WV SMART529 Direct Growth Portfolio 35.8M 6.94 4.00 8.18
  WV SMART529 Direct Age Based Portfo 33.04M 3.53 2.13 5.38
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