Nasdaq - Delayed Quote USD
Hartford Disciplined Equity HLS IB (HBGIX)
As of 8:06 AM EST. Market Open.
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in common stocks. It invests in a diversified portfolio of common stocks of issuers located primarily in the United States. The fund's portfolio is broadly diversified by industry and company. It may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.47% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 25.48% |
| 5y Average Return | 14.04% |
| Rank in Category (ytd) | 28 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HBGIX | Category Average | HBGIX | Category Average | HBGIX | Category Average | |
| Alpha | -1.91 | -0.01 | -1.29 | -0.01 | 0.03 | -0.01 |
| BETA | 0.94 | 0.01 | 0.96 | 0.01 | 0.95 | 0.01 |
| Mean Annual Return | 0.66 | 0.01 | 1.17 | 0.01 | 1.07 | 0.01 |
| R-squared | 98.64 | 0.94 | 98.85 | 0.95 | 97.92 | 0.95 |
| Standard Deviation | 16.23 | 0.17 | 17.44 | 0.19 | 14.59 | 0.15 |
| Sharpe Ratio | 0.24 | 0 | 0.66 | 0.01 | 0.76 | 0.01 |
| Treynor Ratio | 2.95 | 0.03 | 11.25 | 0.1 | 11.27 | 0.1 |
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