Hartford Schroders Financial Statements From 2010 to 2024

HFDTX Fund  USD 20.23  0.03  0.15%   
Hartford Schroders financial statements provide useful quarterly and yearly information to potential Hartford Schroders Smallmid investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Hartford Schroders financial statements helps investors assess Hartford Schroders' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Hartford Schroders' valuation are summarized below:
Hartford Schroders Smallmid does not presently have any fundamental trends for analysis.
Check Hartford Schroders financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Hartford Schroders' main balance sheet or income statement drivers, such as , as well as many indicators such as . Hartford financial statements analysis is a perfect complement when working with Hartford Schroders Valuation or Volatility modules.
  
This module can also supplement various Hartford Schroders Technical models . Check out the analysis of Hartford Schroders Correlation against competitors.

Hartford Schroders Smallmid Mutual Fund One Year Return Analysis

Hartford Schroders' One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current Hartford Schroders One Year Return

    
  21.79 %  
Most of Hartford Schroders' fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Hartford Schroders Smallmid is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

Based on the recorded statements, Hartford Schroders Smallmid has an One Year Return of 21.7872%. This is 326.36% higher than that of the Hartford Mutual Funds family and significantly higher than that of the Mid-Cap Blend category. The one year return for all United States funds is notably lower than that of the firm.

Hartford Schroders Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Hartford Schroders's current stock value. Our valuation model uses many indicators to compare Hartford Schroders value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hartford Schroders competition to find correlations between indicators driving Hartford Schroders's intrinsic value. More Info.
Hartford Schroders Smallmid is rated # 3 fund in annual yield among similar funds. It is rated # 4 fund in year to date return among similar funds creating about  5,551  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Hartford Schroders' earnings, one of the primary drivers of an investment's value.

About Hartford Schroders Financial Statements

Hartford Schroders investors use historical fundamental indicators, such as Hartford Schroders' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Hartford Schroders. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests primarily in equity securities. It normally invests at least 80 percent of its assets in securities of mid cap companies located in the United States. The fund may also invest in equity securities of micro cap companies, small cap companies or large cap companies if the Sub-Adviser believes they offer the potential for capital appreciation. It may invest in common and preferred stocks, as well as in over-the-counter securities.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Hartford Mutual Fund

Hartford Schroders financial ratios help investors to determine whether Hartford 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 Hartford with respect to the benefits of owning Hartford Schroders security.
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