Nasdaq USD

Hartford Disciplined Equity HLS IB (HBGIX)

22.29
+0.13
+(0.59%)
At close: 8:04:19 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • TD Ameritrade Trust Company
  • SunGard Transaction Network
  • RBC Wealth Management-Network Eligible
  • WR Hambrecht Co LLC
  • Matrix Financial Solutions
  • DWS Retirement Sevs Investment Offerings
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Large Blend
Fund Family Hartford Mutual Funds
Net Assets 2.73B
YTD Return -4.79%
Yield 0.35%
Morningstar Rating
Inception Date May 29, 1998

Performance & Risk

YTD Return -0.45%
5y Average Return 15.33%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

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