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Hartford Dividend and Growth HLS IA (HIADX)

25.00 +0.03 (+0.12%)
At close: 8:01 PM EST

Fund Summary

The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser.At least 80% of the fund's net assets are invested in dividend paying equity securities. The advisor tends to focus on securities of larger, well-established companies with market capitalizations similar to those of companies in the S&P 500 Index. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.00%
Worst 1Y Total Return --
Number of Years Up 23
Number of Years Down 6

Performance & Risk

YTD Return 16.68%
5y Average Return 12.48%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
HIADXCategory AverageHIADXCategory AverageHIADXCategory Average
Alpha -0.73 -0.01 -1.42 -0.03 -0.94 -0.03
BETA 0.81 0.01 0.9 0.01 0.91 0.01
Mean Annual Return 0.69 0.01 1.09 0.01 0.96 0.01
R-squared 85.76 0.78 89.17 0.83 91.1 0.84
Standard Deviation 15.06 0.17 17.09 0.19 14.58 0.16
Sharpe Ratio 0.29 0 0.62 0 0.67 0.01
Treynor Ratio 4.2 0.04 10.91 0.07 10.03 0.08

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