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Hartford Small Company Hls Fund Class Ib: (MF: HDMBX)

(NASDAQ Mutual Funds) As of Dec 14, 2018 08:15 PM ET

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$17.93 USD

-0.33 (-1.81%)

Zacks MF Rank 1-Strong Buy 1        

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

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Latest Performance as of Nov 30, 2018

Total Return %* Percentile Rank Objective
YTD 8.33 13
3 months -11.63 58
6 months -3.47 32
1 Year 9.14 13
3 Year 10.69 28
5 Year 6.99 45
10 Year 13.72 54

* Annual for three years and beyond.

Zacks Premium Research for HDMBX

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
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 19.31
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 11/30/2018 53.68
%Turnover 11/30/2018 96.00

Risk

3 Year 5 Year 10 Year
Beta 1.44 1.27 1.15
Alpha -5.16 -5.66 -1.96
R Squared 0.72 0.64 0.75
Std. Dev. 16.03 15.91 17.60
Sharpe 0.69 0.48 3.00

Sector / Country Weightings

As of 11/30/2018 % of Portfolio
Technology 17.63
Health 13.37
Retail Trade 12.40
Industrial Cyclical 12.23
Services 11.28
Other 10.51
Non-Durable 8.56
Finance 8.50
Energy 2.92
Utilities 1.65
Consumer Durables 0.95

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2018)
% of Portfolio Value (Mil$)
INSULET CORP 2.30 15.62
NA 1.87 12.65
ITT INC 1.84 12.47
FERRO CORP 1.83 12.39
PLANET FITNESS INC 1.82 12.35
MIMECAST LTD 1.81 12.25
CENTENNIAL RESOURCE DEVEL 1.70 11.55
CARPENTER TECHNOLOGY 1.66 11.27
ENERSYS 1.65 11.20

Stock Holding % of Net Assets

As Of 9/30/2018
Total Issues 114
Avg. P/E 36.95
Avg. P/Book 4.54
Avg. EPS Growth 5.16
Avg. Market Value (Mil $) 4,424

Allocation

% of Portfolio
Large Growth 22.47
Large Value 0.00
Small Growth 73.32
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 0.00