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Hartford Growth Opportunities I: (MF: HGOIX)

(MF) As of Oct 19, 2017 06:05 PM ET

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$47.07 USD

-0.03 (-0.06%)

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, 2017

Total Return %* Percentile Rank Objective
YTD 24.07 10
3 months 5.61 29
6 months 12.52 19
1 Year 18.85 46
3 Year 13.29 14
5 Year 16.15 15
10 Year 7.38 45

* Annual for three years and beyond.

Zacks Premium Research for HGOIX

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 14.24
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 9/30/2017 1,488.37
%Turnover 9/30/2017 140.00

Risk

3 Year 5 Year 10 Year
Beta 1.02 1.03 1.11
Alpha 2.27 1.54 -0.38
R Squared 0.73 0.70 0.85
Std. Dev. 12.02 11.71 18.27
Sharpe 1.14 1.42 3.00

Sector / Country Weightings

As of 9/30/2017 % of Portfolio
Technology 31.19
Finance 16.73
Industrial Cyclical 10.12
Health 10.07
Non-Durable 9.07
Retail Trade 8.50
Other 5.87
Services 4.96
Energy 2.37
Consumer Durables 1.12

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2017)
% of Portfolio Value (Mil$)
FACEBOOK INC 4.25 180.83
AMAZON.COM INC 3.62 153.79
UBER TECHNOLOGIES INC 2.65 112.76
NETFLIX COM INC 2.38 101.06
PRICELINE.COM INC 2.26 96.23
BRISTOL MYERS SQUIBB CO 2.07 88.06
SERVICENOW INC 1.97 83.99
~WORKDAY INC 1.95 83.13
ZILLOW GROUP INC 1.69 71.68

Stock Holding % of Net Assets

As Of 4/30/2017
Total Issues 103
Avg. P/E 33.74
Avg. P/Book 5.24
Avg. EPS Growth 4.75
Avg. Market Value (Mil $) 73,570

Allocation

% of Portfolio
Large Growth 72.84
Large Value 0.00
Small Growth 15.63
Small Value 0.00
Foreign Stock 0.00
Emerging Market 4.25
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00