The Hartford Servative Fund Quote
The Hartford is trading at 10.31 as of the 17th of June 2024; that is No Change since the beginning of the trading day. The fund's open price was 10.31. Equity ratings for The Hartford Servative are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of December 2023 and ending today, the 17th of June 2024. Click here to learn more.
The Mutual Fund Highlights
Fund Concentration | Hartford Mutual Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Hartford Mutual Funds (View all Sectors) |
Update Date | 30th of June 2024 |
Expense Ratio Date | 1st of March 2023 |
Fiscal Year End | October |
The Hartford Servative [HCVCX] is traded in USA and was established 17th of June 2024. The Hartford is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Hartford Mutual Funds family. This fund currently has accumulated 99.86 M in assets under management (AUM) with no minimum investment requirementsThe Hartford Servative is currently producing year-to-date (YTD) return of 3.25% with the current yeild of 0.02%, while the total return for the last 3 years was -0.86%.
Check The Hartford Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on The Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding The Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Hartford Servative Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Hartford Servative Mutual Fund Constituents
ROUS | Hartford Multifactor Equity | Etf | Large Value |
HCRB | Hartford Core Bond | Etf | Intermediate Core Bond |
RODM | Hartford Multifactor Developed | Etf | Foreign Large Value |
ITBFX | The Hartford Total | Mutual Fund | Intermediate Core-Plus Bond |
HWDFX | The Hartford World | Mutual Fund | World Bond |
HTRB | Hartford Total Return | Etf | Intermediate Core-Plus Bond |
HSRT | Hartford Short Duration | Etf | Ultrashort Bond |
The Hartford Servative Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. The Hartford market risk premium is the additional return an investor will receive from holding The Hartford long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in The Hartford. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although The Hartford's alpha and beta are two of the key measurements used to evaluate The Hartford's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.2358 | |||
Semi Deviation | 0.2036 | |||
Standard Deviation | 0.3044 | |||
Variance | 0.0927 |
The Hartford Against Markets
The Hartford Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with The Hartford mutual fund to make a market-neutral strategy. Peer analysis of The Hartford could also be used in its relative valuation, which is a method of valuing The Hartford by comparing valuation metrics with similar companies.
Risk & Return | Correlation |
Other Information on Investing in The Mutual Fund
The Hartford financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Hartford security.
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