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HBGIX Hartford Disciplined Equity HLS IB Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA).

Industry description

The investment seeks growth of capital. Under normal circumstances, the fund invests at least 80% of its assets in common stocks. It invests in a diversified portfolio of common stocks of issuers located primarily in the United States. The fund's portfolio is broadly diversified by industry and company. It may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index.

Market Cap

The average market capitalization across the Hartford Disciplined Equity HLS IB MF is 1.74T. The market cap for tickers in the group ranges from 446.3B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is MA at 446.3B.

Volume

The average weekly volume growth across all stocks in the Hartford Disciplined Equity HLS IB MF was 23%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 82
P/E Growth Rating: 61
Price Growth Rating: 33
SMR Rating: 27
Profit Risk Rating: 12
Seasonality Score: 19 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Hartford Series Fund IncP O Box 2999Hartford
Phone
860-297-6443
Web
www.hartfordfunds.com
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HBGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HBGIX has been closely correlated with FXAIX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if HBGIX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HBGIX
1D Price
Change %
HBGIX100%
-0.22%
FXAIX - HBGIX
96%
Closely correlated
-0.28%
VFFSX - HBGIX
95%
Closely correlated
-0.28%
VTSMX - HBGIX
93%
Closely correlated
-0.38%
VSMPX - HBGIX
93%
Closely correlated
-0.39%
VITSX - HBGIX
93%
Closely correlated
-0.39%
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