The Hartford Competition

Mutual Funds . USA . 
Fund . The Hartford Dividend
HDGYX Fund  USD 39.14  0.17  0.44%   
Hartford Dividend competes with Federated Mdt, Nationwide Ziegler, HUMANA, Barloworld, and Morningstar Unconstrained; as well as few others. The fund is listed under Large Value category and is part of Hartford Mutual Funds family. Analyzing The Hartford competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of The Hartford to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out The Hartford Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of The Hartford competition on your existing holdings.
  
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of The Hartford's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
38.4038.9739.54
Details
Intrinsic
Valuation
LowRealHigh
38.2138.7839.35
Details
Naive
Forecast
LowNextHigh
38.2338.8039.38
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
38.0638.7339.40
Details

The Hartford Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between The Hartford and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of The and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Hartford Dividend does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MSTSX
+ 0.78
NWJFX
NWJFX
+ 0.72
FSTRX
MSTSX
+ 0.72
FSTRX
LBHIX
+ 0.7
FSTRX
LBHIX
+ 0.69
MSTSX
LBHIX
+ 0.56
ABHYX
  
High negative correlations   
444859BR2
- 0.77
FSTRX
VIASP
- 0.75
SCAXF
MSTSX
- 0.63
444859BR2
LBHIX
- 0.58
444859BR2
444859BR2
- 0.55
NWJFX
MSTSX
- 0.51
BRRAY

Risk-Adjusted Indicators

There is a big difference between The Mutual Fund performing well and The Hartford Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze The Hartford's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
FSTRX  0.52  0.06  0.07  0.17  0.32 
(0.62)
 1.17 
(0.86)
 3.58 
NWJFX  0.79  0.01 (0.08) 0.01  1.15 
(0.78)
 1.62 
(1.93)
 5.14 
444859BR2  1.31 (0.03) 0.00  0.36  0.00 
 0.00 
 5.93 
(4.50)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.11) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49  0.04 (0.11)(0.30) 0.52 
(0.59)
 1.21 
(1.02)
 2.80 
ABHYX  0.16  0.00 (0.20) 0.08  0.26 
(0.24)
 0.34 
(0.33)
 1.91 
LBHIX  0.11  0.01 (0.32) 0.44  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
SCAXF  0.70 (0.40) 0.00 (1.01) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.74  0.11  0.01 (3.65) 1.04 
(0.83)
 2.28 
(1.15)
 7.18 
All Fundamental Data

The Hartford Competitive Analysis

The better you understand The Hartford competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, The Hartford's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across The Hartford's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
HDGYX FSTRX NWJFX 444859BR2 AQUI BRRAY MSTSX ABHYX LBHIX SCAXF
 0.44 
 39.14 
The
 0.95 
 37.27 
Federated
 1.34 
 134.45 
Nationwide
 0.37 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.43 
 11.73 
Morningstar
 0.11 
 8.96 
High-yield
 0.24 
 4.25 
Thrivent
 23.47 
 0.01 
Sparta
Market Volatility
(90 Days Market Risk)
Very steady
Out of control
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
Modest
Good
Weak
Very Weak
Very Weak
Very Weak
Weak
Insignificant
Good
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Average
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Not Rated
Strong Sell
Strong Sell
Strong Sell
Cautious Hold
Strong Sell
Sell
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
Net Asset
15.95 B
1.08 B
621.32 M
N/A
3.19 K
54.41 B
116.1 M
672.37 M
674.44 M
3.06 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
Price To Book
2.09
1.25
3.38
N/A
N/A
0.99
N/A
N/A
1.58
34.42
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
Five Year Return
12.0
13.6
14.93
N/A
N/A
3.98
8.13
1.68
3.31
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
One Year Return
23.03
37.31
29.08
N/A
N/A
N/A
18.78
12.1
11.68
N/A
Beta
N/A
N/A
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
Cash Position Weight
3.57
1.88
0.06
N/A
N/A
N/A
14.28
0.1
6.56
N/A
Equity Positions Weight
96.44
98.12
99.94
N/A
N/A
N/A
61.63
N/A
0.07
N/A
Number Of Employees
1
1
1
N/A
7
36
1
1
1
8
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
Three Year Return
7.44
11.52
7.8
N/A
N/A
N/A
5.8
-0.71
2.59
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
Annual Yield
0.0149
0.0089
0.0053
N/A
N/A
0.0543
0.021
0.0041
0.0617
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
Return On Equity
N/A
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
22.72
2.0
92.23
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
50 K
N/A
N/A
N/A
N/A
N/A
2 K
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
Total Asset
513.87 M
513.2 M
801.24 M
N/A
3.19 K
54.41 B
215.11 M
243.16 M
347.66 M
3.06 M
Last Dividend Paid
0.09
0.08
0.22
N/A
N/A
4.6
N/A
0.03
0.02
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
Target Price
N/A
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
Price To Earning
16.75
2.75
20.79
N/A
-0.22
9.18
N/A
N/A
35.48
19.55
Price To Sales
1.57
0.67
2.56
N/A
N/A
0.0285
N/A
N/A
1.23
0.63
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
Year To Date Return
15.44
26.41
19.0
N/A
N/A
N/A
11.76
5.77
6.69
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
Ten Year Return
11.15
10.11
16.02
N/A
N/A
N/A
N/A
4.84
6.0
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
Cash Per Share
N/A
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
Day Typical Price
39.14
37.27
134.45
80.35
0.006
4.23
11.73
8.96
4.25
0.015
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
0.0
0.0
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
Period Momentum Indicator
0.17
0.35
(1.83)
(0.30)
N/A
N/A
0.05
0.01
0.01
(0)
Rate Of Daily Change
1.0
1.01
0.99
1.0
1.0
1.0
1.0
1.0
1.0
0.77
Day Median Price
39.14
37.27
134.45
80.35
0.006
4.23
11.73
8.96
4.25
0.015
Price Action Indicator
0.085
0.18
(0.92)
(0.15)
N/A
N/A
0.025
0.005
0.005
(0)
Coefficient Of Variation
1009.57
456.83
12017.76
(7,322)
N/A
25169.77
1576.86
2042.34
583.8
(812.40)
Mean Deviation
0.4318
0.52
0.791
1.31
N/A
1.27
0.4856
0.1632
0.1099
0.7004
Jensen Alpha
(0.02)
0.0577
0.0147
(0.03)
N/A
(0.11)
0.0402
(0.0008)
0.0147
(0.40)
Total Risk Alpha
(0.03)
0.0505
(0.14)
(0.38)
N/A
(0.54)
(0.05)
(0.03)
(0)
(0.74)
Sortino Ratio
(0.1)
0.0702
(0.08)
N/A
N/A
N/A
(0.11)
(0.20)
(0.32)
N/A
Downside Variance
0.2951
0.3279
1.46
N/A
N/A
N/A
0.3987
0.2328
0.0625
N/A
Standard Deviation
0.5763
0.6838
1.06
2.57
N/A
4.2
0.6318
0.2858
0.1689
2.89
Kurtosis
1.36
1.68
1.06
5.85
N/A
11.15
0.1097
8.76
3.69
66.0
Potential Upside
1.0
1.17
1.62
5.93
N/A
N/A
1.21
0.3382
0.2381
N/A
Treynor Ratio
0.0678
0.1695
0.0075
0.3578
N/A
0.0057
(0.30)
0.0825
0.4414
(1.01)
Maximum Drawdown
2.6
3.58
5.14
16.62
N/A
34.02
2.8
1.91
0.9552
23.47
Variance
0.3321
0.4676
1.12
6.6
N/A
17.65
0.3991
0.0817
0.0285
8.35
Market Risk Adjusted Performance
0.0778
0.1795
0.0175
0.3678
N/A
0.0157
(0.29)
0.0925
0.4514
(1.00)
Risk Adjusted Performance
0.0723
0.1658
0.0091
(0)
N/A
0.0112
0.0463
0.0207
0.0955
(0.09)
Skewness
0.4086
0.6001
(0.53)
1.05
N/A
0.4951
0.1403
(1.73)
1.16
(8.12)
Semi Deviation
0.4215
0.3169
1.15
N/A
N/A
N/A
0.5186
0.2553
0.0
N/A
Information Ratio
(0.09)
0.0588
(0.1)
(0.06)
N/A
(0.02)
(0.11)
(0.33)
(0.48)
(0.16)
Value At Risk
(0.83)
(0.86)
(1.93)
(4.50)
N/A
(2.98)
(1.02)
(0.33)
(0.24)
N/A
Expected Short fall
(0.46)
(0.62)
(0.78)
N/A
N/A
N/A
(0.59)
(0.24)
(0.29)
N/A
Downside Deviation
0.5432
0.5726
1.21
N/A
N/A
N/A
0.6314
0.4825
0.25
N/A
Semi Variance
0.1776
0.1005
1.31
N/A
N/A
N/A
0.2689
0.0652
(0.02)
N/A

The Hartford Competition Performance Charts

Five steps to successful analysis of The Hartford Competition

The Hartford's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Hartford Dividend in relation to its competition. The Hartford's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of The Hartford in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact The Hartford's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Hartford Dividend, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your The Hartford position

In addition to having The Hartford in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Communication
Communication Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Communication theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Communication Theme or any other thematic opportunities.
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Other Information on Investing in The Mutual Fund

The Hartford financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Hartford security.
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