Nasdaq - Delayed Quote USD
Hartford Capital Appreciation HLS IB (HIBCX)
At close: 8:01 PM EST
Top 9 Holdings (29.83% of Total Assets)
Sector Weightings
SectorHIBCX
Technology 30.22%
Financial Services 12.57%
Healthcare 11.36%
Consumer Cyclical 10.34%
Communication Services 9.44%
Industrials 8.11%
Consumer Defensive 6.02%
Energy 3.66%
Real Estate 3.22%
Basic Materials 3.02%
Utilities 2.03%
Overall Portfolio Composition (%)
| Cash | 2.30% |
| Stocks | 97.35% |
| Bonds | 0.00% |
| Others | 0.35% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | HIBCX | Category Average |
|---|---|---|
| Price/Earnings | 0.04 | 0.04 |
| Price/Book | 0.21 | 0.21 |
| Price/Sales | 0.35 | 0.4 |
| Price/Cashflow | 0.05 | 0.06 |
| Median Market Cap | 221,058.81 | 335,222.28 |
| 3 Year Earnings Growth | 23.9 | 21.25 |
Bond Holdings
| Average | HIBCX | Category Average |
|---|---|---|
| Maturity | -- | -- |
| Duration | -- | 4.6 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | 21.69% |
| 5y Average Return | 12.56% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Hartford Mutual Funds |
| Net Assets | 3.75B |
| YTD Return | 17.56% |
| Yield | 0.53% |
| Morningstar Rating | |
| Inception Date | Apr 01, 1998 |
Fund Summary
The fund normally invests at least 65% of its net assets in common stocks. The fund may invest in securities of any market capitalization, but tends to focus on medium and large companies. The fund may also invest up to 25% of its net assets in equity securities of foreign issuers and non-dollar securities, including companies that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets. The fund may trade securities actively.
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