Hartford E Equity Fund Quote

HAITX Fund  USD 53.80  0.48  0.88%   

Performance

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Odds Of Distress

Less than 23

 
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Hartford Core is trading at 53.80 as of the 8th of January 2025; that is 0.88% down since the beginning of the trading day. The fund's open price was 54.28. Hartford Core has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 9th of December 2024 and ending today, the 8th of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent 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 SP 500 Index.. More on Hartford E Equity

Hartford Mutual Fund Highlights

Fund ConcentrationHartford Mutual Funds, Large Blend Funds, Large Blend, Hartford Mutual Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of February 2020
Fiscal Year EndOctober
Hartford E Equity [HAITX] is traded in USA and was established 8th of January 2025. Hartford Core is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Hartford Mutual Funds family. This fund currently has accumulated 10.14 B in assets under management (AUM) with no minimum investment requirementsHartford E Equity is currently producing year-to-date (YTD) return of 0.84% with the current yeild of 0.01%, while the total return for the last 3 years was 7.7%.
Check Hartford Core Probability Of Bankruptcy

Instrument Allocation

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 Hartford 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 Hartford 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 Hartford E Equity 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 Hartford E Equity Mutual Fund Constituents

CBChubbStockFinancials
CMCSAComcast CorpStockCommunication Services
JPMJPMorgan Chase CoStockFinancials
WMTWalmartStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
TMOThermo Fisher ScientificStockHealth Care
PGProcter GambleStockConsumer Staples
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Hartford Core Top Holders

MHEFXMh Elite FundMutual FundAllocation--85%+ Equity
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Hartford E Equity Risk Profiles

Hartford Core Against Markets

Other Information on Investing in Hartford Mutual Fund

Hartford Core 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 Core security.
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