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

(NASDAQ Mutual Funds) As of Oct 16, 2018 08:15 PM ET

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$19.14 USD

+0.01 (0.05%)

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 Sep 30, 2018

Total Return %* Percentile Rank Objective
YTD 21.81 10
3 months 8.07 11
6 months 17.65 9
1 Year 29.38 10
3 Year 17.00 31
5 Year 10.77 38
10 Year 11.17 46

* 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 18.26
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 9/30/2018 62.46
%Turnover 9/30/2018 96.00

Risk

3 Year 5 Year 10 Year
Beta 1.08 1.16 1.15
Alpha -1.00 -4.18 -1.78
R Squared 0.54 0.57 0.79
Std. Dev. 13.48 14.60 18.68
Sharpe 1.26 0.78 3.00

Sector / Country Weightings

As of 9/30/2018 % of Portfolio
Technology 19.98
Other 16.54
Industrial Cyclical 13.90
Retail Trade 13.39
Health 10.95
Services 8.41
Finance 7.11
Non-Durable 6.71
Utilities 1.36
Energy 1.35
Consumer Durables 0.30

Portfolio Holdings

Top Equity Holdings
(As of 6/30/2018)
% of Portfolio Value (Mil$)
PLANET FITNESS INC 2.68 17.24
INSULET CORP 2.65 17.07
~REXNORD CORPORATION 2.54 16.35
ZUORA INC 2.04 13.16
MIMECAST LTD 2.01 12.94
PERFORMANCE FOOD GROUP CO 1.89 12.17
THE TRADE DESK INC 1.86 11.98
FLOOR & DECOR HOLDINGS IN 1.81 11.62
FERRO CORP 1.67 10.76

Stock Holding % of Net Assets

As Of 6/30/2018
Total Issues 227
Avg. P/E 35.06
Avg. P/Book 4.25
Avg. EPS Growth 5.9
Avg. Market Value (Mil $) 4,128

Allocation

% of Portfolio
Large Growth 18.43
Large Value 0.00
Small Growth 42.35
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 27.77