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Nasdaq - Delayed Quote USD
Hartford Quality Value Fund (HVOFX)
21.67
+0.03
+(0.14%)
At close: November 21 at 8:00:25 PM EST
Fund Summary
The fund seeks to achieve its investment objective by investing primarily in common stocks of issuers located in the United States. The fund's sub-adviser chooses the fund's investments using fundamental research to seek to identify high-quality companies demonstrating a commitment to dividends and shareholders and improving or sustainable operating characteristics. The fund may invest in a broad range of market capitalizations, but the sub-adviser tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Value Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.88% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -2.17% |
| 5y Average Return | 7.94% |
| Rank in Category (ytd) | 60 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HVOFX | Category Average | HVOFX | Category Average | HVOFX | Category Average | |
| Alpha | 2.46 | -0.01 | -1.71 | -0.03 | -2.69 | -0.03 |
| BETA | 0.85 | 0.01 | 0.89 | 0.01 | 0.93 | 0.01 |
| Mean Annual Return | 1.04 | 0.01 | 0.78 | 0.01 | 0.69 | 0.01 |
| R-squared | 76.74 | 0.78 | 84.16 | 0.83 | 83.5 | 0.84 |
| Standard Deviation | 17.2 | 0.17 | 18.15 | 0.19 | 15.13 | 0.16 |
| Sharpe Ratio | 0.6 | 0 | 0.41 | 0 | 0.46 | 0.01 |
| Treynor Ratio | 11.16 | 0.04 | 6.88 | 0.07 | 6.62 | 0.08 |
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