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Hartford Disciplined Equity HLS IB Fund (HBGIX)

Fund performance review and position details on Hartford Disciplined Equity HLS IB Fund (HBGIX)

    Last Trade: $ on , Change: (0%)

Hartford Disciplined Equity HLS IB Fund (HBGIX) HighlightHartford Disciplined Equity HLS IB Fund (HBGIX) Fund Summary

Hartford Disciplined Equity HLS IB Fund (HBGIX) statistics as of May 30, 2016

Category: Large Blend
Fund Family: Hartford Mutual Funds
Net Asset: $707.35M
Yield: 0.4%
Year-to-Date Return: 2.07%
Morningstar rating: 5

 

Hartford Disciplined Equity HLS IB Fund (HBGIX) CostHartford Disciplined Equity HLS IB Fund (HBGIX) Cost

Hartford Disciplined Equity HLS IB Fund (HBGIX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Large Blend average): 1.01% (1.02%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 29.00%

 

Hartford Disciplined Equity HLS IB Fund (HBGIX) PerformanceHartford Disciplined Equity HLS IB Fund (HBGIX) Performance

Most current Hartford Disciplined Equity HLS IB Fund (HBGIX) Performance

1-month Performance (Large Blend category median performance): 2.33% (1.66%)
3-month Performance (Large Blend category median performance): 8.23% (8.92%)
1 Year Performance (Large Blend category median performance): 3.17% (-1.15%)
3 Year Performance (Large Blend category median performance): 13.77% (9.43%)
5 Year Performance (Large Blend category median performance): 13.01% (10.15%)
Number of Years of positive return: 13 years
Number of Years of negative return: 4 years
3 year Alpha (Large Blend category average): 3.02 (-1.74)
3 year Beta (Large Blend category average): 0.94 (1)
3 year Sharpe Ratio: 1.22
3 year Treynor: 14.51

Hartford Disciplined Equity HLS IB Fund (HBGIX) topholdingTop Stock Holdings in Hartford Disciplined Equity HLS IB Fund (HBGIX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
JP Morgan Chase & Co. Common St2.29%0.00%
Microsoft Corporation2.28%0.00%
Alphabet Inc.2.14%0.00%
Altria Group, Inc.2.08%0.00%
Costco Wholesale Corporation2.05%0.00%
Mondelez International, Inc.2.04%0.00%
S+p500 Emini Fut Jun16 Xcme 201606172%N/A
Bristol-Myers Squibb Company Co1.98%0.00%
D/B/A Chubb Limited New Common 1.88%0.00%
CVS Health Corporation Common S1.88%0.00%
*Note: The price change will reset to 0 after the midnight

 

Hartford Disciplined Equity HLS IB Fund (HBGIX) Portfolio AllocationHartford Disciplined Equity HLS IB Fund (HBGIX) Fund Portfolio Allocation

Hartford Disciplined Equity HLS IB Fund (HBGIX) Fund Portfolio Allocation data as of 04/2016

Stock97.9%
Bond0%
Cash2.1%
Other0%

 

Hartford Disciplined Equity HLS IB Fund (HBGIX) CompareCompare with other Large Blend category mutual funds

Below are some additional Large Blend mutual funds generated out of our database

Fund1 Year3 year5 year
Hartford Disciplined Equity HLS IB3.1713.7713.01
Bright Rock Quality Large Cap Instl (BQLCX)5.9810.4611.67 Compare
Fidelity Spartan Total Market Index F (FFSMX)0.1410.4511.10 Compare
Voya Russell Large Cap Index Port S2 (IRLUX)1.2910.3911.09 Compare

See top fund managers for Large Blend Category Funds

 

Hartford Disciplined Equity HLS IB Fund (HBGIX) PerformanceOther Financial Data Web Sites on Hartford Disciplined Equity HLS IB Fund (HBGIX)

Addition research sites for Hartford Disciplined Equity HLS IB Fund (HBGIX)

 

Hartford Disciplined Equity HLS IB Fund (HBGIX) Related ResourcesSee more information on Hartford Disciplined Equity HLS IB (HBGIX) Fund

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