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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1092 | 1072 | 1182 | 1106 | 1306 | 1796 |
Fund Return | 9.23% | 7.21% | 18.24% | 3.41% | 5.48% | 6.03% |
Place in category | 261 | 14 | 220 | 90 | 149 | 16 |
% in Category | 57 | 5 | 49 | 19 | 36 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 5.19B | 14.98 | 9.66 | 10.86 | ||
Hartford Capital Appreciation A | 4.87B | 18.25 | 6.99 | 10.10 | ||
Hartford Dividend and Growth I | 4.64B | 15.16 | 9.91 | 11.12 | ||
Hartford Balanced Income I | 3.72B | 9.43 | 3.64 | 6.30 | ||
Hartford Schroders International St | 3.6B | 13.99 | 3.91 | 7.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.92B | 8.75 | 2.98 | 5.78 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.56B | 9.58 | 2.39 | 5.24 | ||
Vanguard Tax-Managed Balanced Adm | 10.21B | 11.37 | 5.69 | 7.72 | ||
Vanguard Wellesley Income Inv | 9.01B | 8.70 | 2.90 | 5.71 | ||
BlackRock Multi-Asset Income Instl | 6.02B | 9.27 | 3.04 | 4.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 1.59 | 222.31 | -1.19% | |
UnitedHealth | US91324P1021 | 1.41 | 564.56 | +0.67% | |
Pfizer | US7170811035 | 1.37 | 28.45 | -0.66% | |
ConocoPhillips | US20825C1045 | 1.35 | 104.56 | +0.18% | |
J&J | US4781601046 | 1.27 | 160.88 | -1.70% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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