Nasdaq - Delayed Quote USD
Hartford Core Equity R5 (HGITX)
49.29
-2.25
(-4.37%)
At close: 8:06:06 AM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in common stocks. Its portfolio seeks to be broadly diversified by industry and company. The fund may invest in a broad range of market capitalizations, but the advisor 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 | 35.54% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -3.32% |
| 5y Average Return | 17.64% |
| Rank in Category (ytd) | 71 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HGITX | Category Average | HGITX | Category Average | HGITX | Category Average | |
| Alpha | -0.83 | -0.01 | -1.07 | -0.01 | 0.11 | -0.01 |
| BETA | 0.93 | 0.01 | 0.95 | 0.01 | 0.94 | 0.01 |
| Mean Annual Return | 0.99 | 0.01 | 1.28 | 0.01 | 1.07 | 0.01 |
| R-squared | 98.66 | 0.94 | 98.96 | 0.95 | 98.06 | 0.95 |
| Standard Deviation | 15.89 | 0.17 | 16.92 | 0.19 | 14.43 | 0.15 |
| Sharpe Ratio | 0.47 | 0 | 0.75 | 0.01 | 0.76 | 0.01 |
| Treynor Ratio | 7.14 | 0.03 | 12.87 | 0.1 | 11.2 | 0.1 |
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