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Hartford Global Impact Fund Class A: (MF: HGXAX)
(NASDAQ Mutual Funds) As of Apr 18, 2024 08:00 PM ET
$13.84 USD
-0.04 (-0.29%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.70 | 81 |
| 3 months | 3.70 | 81 |
| 6 months | 18.83 | 49 |
| 1 Year | 12.66 | 78 |
| 3 Year | -0.22 | 86 |
| 5 Year | 8.24 | 69 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | -3.51 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2024 | 54.33 |
| % Turnover 3/31/2024 | 34.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.99 | 0.96 | NA |
| Alpha | -10.32 | -5.24 | 0.00 |
| R Squared | 0.87 | 0.81 | NA |
| Std. Dev. | 18.69 | 19.64 | NA |
| Sharpe | -0.07 | 0.41 | NA |
Sector / Country Weightings
| As of 3/31/2024 | % of Portfolio |
|---|---|
| United States | 65.25 |
| United Kingdom | 3.71 |
| Ireland | 3.43 |
| Brazil | 3.21 |
| South Africa | 2.84 |
| Taiwan | 2.01 |
| Netherlands | 1.99 |
| Indonesia | 1.88 |
| Japan | 1.82 |
| Sweden | 1.77 |
Portfolio Holdings
| Top Equity Holdings (As of 10/31/2023) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| TOTAL*OTHER | 4.73 | 8.43 |
| BOSTON SCIENTIFIC CORP | 3.16 | 5.63 |
| XYLEM INC | 3.06 | 5.46 |
| ABBOTT LABORATORIES | 2.90 | 5.18 |
| GLOBE LIFE INC | 2.85 | 5.07 |
| WESTINGHOUSE AIR BRAKE-WA | 2.56 | 4.56 |
| TRANE TECHNOLOGIES PLC | 2.48 | 4.42 |
| GODADDY INC | 2.41 | 4.30 |
| HUBBELL INCORPORATED | 2.36 | 4.21 |
Stock Holding % of Net Assets
| As Of | 10/31/2023 |
| Total Issues | NA |
| Avg. P/E | 28.13 |
| Avg. P/Book | 4.98 |
| Avg. EPS Growth | 7.11 |
| Avg. Market Value (Mil $) | 46,619 |
Allocation
| % of Portfolio | |
| Large Growth | 7.09 |
| Large Value | 2.59 |
| Small Growth | 18.32 |
| Small Value | 0.00 |
| Foreign Stock | 27.01 |
| Emerging Market | 2.52 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 6.38 |
| High Yield Bond | 28.02 |