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HDGBX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$23.47
Change
+$0.17 (+0.73%)
Net Assets
3.34B

HDGBX Hartford Dividend and Growth HLS IB Forecast, Technical & Fundamental Analysis

Category LargeValue
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Chevron Corp (NYSE:CVX), Wells Fargo & Co (NYSE:WFC), QUALCOMM (NASDAQ:QCOM), Micron Technology (NASDAQ:MU).

Industry description

The investment seeks a high level of current income consistent with growth of capital. The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser.At least 80% of the fund's net assets are invested in dividend paying equity securities. The advisor tends to focus on securities of larger, well-established companies with market capitalizations similar to those of companies in the S&P 500 Index. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Market Cap

The average market capitalization across the Hartford Dividend and Growth HLS IB MF is 955.48B. The market cap for tickers in the group ranges from 39.41B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CTSH at 39.41B.

Volume

The average weekly volume growth across all stocks in the Hartford Dividend and Growth HLS IB MF was -67%. For the same stocks of the MF, the average monthly volume growth was -54% and the average quarterly volume growth was -64%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 46
Price Growth Rating: 47
SMR Rating: 34
Profit Risk Rating: 25
Seasonality Score: 15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, HDGBX has been closely correlated with RMFEX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if HDGBX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HDGBX
1D Price
Change %
HDGBX100%
+0.73%
RMFEX - HDGBX
81%
Closely correlated
+0.81%
RMEBX - HDGBX
81%
Closely correlated
+0.81%
RMFCX - HDGBX
81%
Closely correlated
+0.82%
VVIAX - HDGBX
80%
Closely correlated
+0.85%
VIVAX - HDGBX
80%
Closely correlated
+0.84%
More