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Hartford Growth Opportunities Hlsia: (MF: HAGOX)

(MF) As of Dec 12, 2017 06:05 PM ET

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$38.10 USD

-0.21 (-0.55%)

Zacks MF Rank 1-Strong Buy 1        

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Nov 30, 2017

Total Return %* Percentile Rank Objective
YTD 29.15 10
3 months 6.81 22
6 months 14.59 5
1 Year 27.52 38
3 Year 13.93 10
5 Year 18.16 11
10 Year 7.43 42

* Annual for three years and beyond.

Zacks Premium Research for HAGOX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
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Portfolio Statistics

%Unrealized Gain YTD 16.32
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 11/30/2017 1,337.87
%Turnover 11/30/2017 100.00

Risk

3 Year 5 Year 10 Year
Beta 1.02 1.03 1.12
Alpha 2.88 2.40 -0.44
R Squared 0.73 0.70 0.85
Std. Dev. 12.03 11.68 18.38
Sharpe 1.19 1.60 2.00

Sector / Country Weightings

As of 11/30/2017 % of Portfolio
Technology 37.79
Health 12.92
Finance 12.70
Retail Trade 9.49
Industrial Cyclical 7.76
Non-Durable 7.70
Services 4.97
Other 4.17
Energy 1.39
Consumer Durables 1.11

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2017)
% of Portfolio Value (Mil$)
ALPHABET INC 6.37 94.27
FACEBOOK INC 5.17 76.55
~WORKDAY INC 2.78 41.09
NVIDIA CORP 2.31 34.13
COSTAR GROUP INC 2.19 32.48
SERVICENOW INC 2.13 31.58
UBER TECHNOLOGIES INC 2.13 31.50
BRISTOL MYERS SQUIBB CO 2.03 30.10
PAYPAL HOLDINGS INC 1.97 29.13

Stock Holding % of Net Assets

As Of 6/30/2017
Total Issues 93
Avg. P/E 34.51
Avg. P/Book 4.88
Avg. EPS Growth 5.69
Avg. Market Value (Mil $) 86,102

Allocation

% of Portfolio
Large Growth 52.66
Large Value 0.00
Small Growth 12.37
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 24.61