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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.24 | 3.25 | 0.01 |
Stocks | 96.76 | 96.76 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 8.82 | 11.46 |
Price to Book | 0.85 | 1.38 |
Price to Sales | 0.58 | 0.95 |
Price to Cash Flow | 4.35 | 6.09 |
Dividend Yield | 5.22 | 3.96 |
5 Years Earnings Growth | 12.08 | 9.56 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.09 | 20.57 |
Consumer Cyclical | 13.18 | 11.44 |
Industrials | 12.35 | 14.37 |
Basic Materials | 9.65 | 7.59 |
Healthcare | 9.21 | 10.78 |
Communication Services | 9.18 | 6.14 |
Consumer Defensive | 7.96 | 9.63 |
Energy | 7.36 | 7.04 |
Technology | 3.45 | 8.64 |
Utilities | 2.00 | 3.66 |
Real Estate | 1.56 | 1.91 |
Number of long holdings: 246
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.23 | 30.63 | -1.83% | |
UniCredit | IT0005239360 | 1.85 | 40.100 | -1.69% | |
Novartis | CH0012005267 | 1.73 | 92.36 | -0.78% | |
British American Tobacco | GB0002875804 | 1.69 | 2,756.0 | +0.58% | |
TotalEnergies SE | FR0000120271 | 1.65 | 55.72 | -2.52% | |
GSK plc | GB00BN7SWP63 | 1.64 | 1,369.50 | -1.97% | |
Msci Eafe Dec24 Ifus 20241220 | - | 1.38 | - | - | |
Philips | NL0000009538 | 1.29 | 24.52 | -1.17% | |
BP | GB0007980591 | 1.21 | 367.30 | -1.53% | |
Standard Chartered | GB0004082847 | 1.19 | 923.40 | -1.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 5.22B | 13.69 | 7.13 | 10.53 | ||
Hartford Capital Appreciation A | 5B | 17.20 | 5.06 | 9.86 | ||
Hartford Dividend and Growth I | 4.65B | 13.92 | 7.39 | 10.80 | ||
Hartford Balanced Income A | 4.54B | 7.51 | 2.08 | 5.72 | ||
Hartford Balanced Income I | 3.72B | 7.77 | 2.35 | 5.99 |
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