Nasdaq - Delayed Quote USD
Hartford Small Cap Growth HLS IB (HBSGX)
24.99
+0.28
+(1.13%)
At close: 8:04:19 PM EDT
Fund Summary
The fund seeks its investment objective by investing primarily in common stocks of small capitalization companies that the fund's sub-adviser, Wellington Management Company LLP ("Wellington Management"), believes have superior growth potential. It invests at least 80% of its assets in common stocks of small capitalization companies. The advisor defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 44.50% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -9.23% |
| 5y Average Return | 7.54% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.15 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HBSGX | Category Average | HBSGX | Category Average | HBSGX | Category Average | |
| Alpha | -9.87 | -0.02 | -9.67 | 0.01 | -7.2 | -0.02 |
| BETA | 1.15 | 0.01 | 1.11 | 0.01 | 1.18 | 0.01 |
| Mean Annual Return | 0.35 | 0.02 | 0.64 | 0.02 | 0.63 | 0.01 |
| R-squared | 78.29 | 0.78 | 72.46 | 0.73 | 77.68 | 0.73 |
| Standard Deviation | 21.21 | 0.26 | 21.11 | 0.21 | 20.6 | 0.19 |
| Sharpe Ratio | -0.02 | 0.01 | 0.23 | 0.01 | 0.27 | 0.01 |
| Treynor Ratio | -2.32 | 0.15 | 2.51 | 0.17 | 3.07 | 0.11 |
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