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Hartford Growth Opportunities I: (MF: HGOIX)

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

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$48.08 USD

-0.28 (-0.58%)

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, 2017

Total Return %* Percentile Rank Objective
YTD 29.27 9
3 months 6.78 22
6 months 14.69 5
1 Year 27.67 37
3 Year 13.45 14
5 Year 17.67 14
10 Year 7.29 47

* 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
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Portfolio Statistics

%Unrealized Gain YTD 17.18
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 11/30/2017 1,545.60
%Turnover 11/30/2017 140.00

Risk

3 Year 5 Year 10 Year
Beta 1.02 1.03 1.11
Alpha 2.44 2.00 -0.55
R Squared 0.73 0.70 0.86
Std. Dev. 12.05 11.66 18.26
Sharpe 1.15 1.56 3.00

Sector / Country Weightings

As of 11/30/2017 % of Portfolio
Technology 33.02
Finance 17.81
Health 11.52
Industrial Cyclical 10.04
Retail Trade 8.97
Non-Durable 5.96
Services 5.71
Other 5.31
Consumer Durables 1.07
Energy 0.59

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2017)
% of Portfolio Value (Mil$)
FACEBOOK INC 5.43 246.08
ALPHABET INC 2.71 122.55
PRICELINE.COM INC 2.27 102.81
~WORKDAY INC 2.26 102.54
COSTAR GROUP INC 2.18 98.79
UBER TECHNOLOGIES INC 2.12 95.85
SERVICENOW INC 2.11 95.50
MONSTER BEVERAGE CORP 1.96 88.91
BRISTOL MYERS SQUIBB CO 1.92 86.95

Stock Holding % of Net Assets

As Of 7/31/2017
Total Issues 97
Avg. P/E 34.83
Avg. P/Book 5.02
Avg. EPS Growth 5.88
Avg. Market Value (Mil $) 99,239

Allocation

% of Portfolio
Large Growth 52.10
Large Value 0.00
Small Growth 12.33
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 25.37