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Hartford Series Fund Inc Stock Fd Cl 1b: (MF: HIBSX)

(NASDAQ Mutual Funds) As of Apr 19, 2019 10:59 PM ET

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$90.27 USD

+0.49 (0.55%)

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 Mar 31, 2019

Total Return %* Percentile Rank Objective
YTD 14.01 14
3 months 14.01 14
6 months 3.21 2
1 Year 14.97 1
3 Year 12.28 25
5 Year 10.28 9
10 Year 15.62 10

* Annual for three years and beyond.

Zacks Premium Research for HIBSX

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 17.06
% Yield 1.18
% SEC Yield
Net Assets (Mil $) 3/31/2019 131.88
%Turnover 3/31/2019 22.00

Risk

3 Year 5 Year 10 Year
Beta 0.89 0.87 1.01
Alpha 0.21 0.68 -0.32
R Squared 0.89 0.90 0.94
Std. Dev. 10.15 10.23 13.22
Sharpe 1.13 0.98 2.00

Sector / Country Weightings

As of 3/31/2019 % of Portfolio
Non-Durable 21.00
Industrial Cyclical 20.57
Finance 17.51
Technology 13.96
Health 9.98
Retail Trade 5.94
Consumer Durables 4.19
Other 3.07
Services 2.40
Energy 1.38

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2018)
% of Portfolio Value (Mil$)
MCDONALD'S CORP 3.85 50.96
COCA-COLA CO 3.71 49.01
AMERICAN TOWER CORP 3.57 47.20
PEPSICO INC 3.38 44.72
CHUBB CORP 3.12 41.21
JOHNSON & JOHNSON 3.11 41.08
MICROSOFT CORP 3.01 39.77
NIKE INC 2.88 38.13
COLGATE PALMOLIVE CO 2.87 37.88

Stock Holding % of Net Assets

As Of 12/31/2018
Total Issues 45
Avg. P/E 23.23
Avg. P/Book 4.86
Avg. EPS Growth 11.29
Avg. Market Value (Mil $) 131,317

Allocation

% of Portfolio
Large Growth 23.53
Large Value 62.05
Small Growth 0.00
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