The Hartford Competition

Summary

Hartford Quality competes with Pace Large, Jhancock Disciplined, Vanguard Windsor, Qs Us, and Siit Large; as well as few others. The fund is listed under Intermediate Core Bond 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 Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation.

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.

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Please note, it is not enough to conduct a financial or market analysis of a single entity such as The Hartford. Your research has to be compared to or analyzed against The Hartford's peers to derive any actionable benefits. When done correctly, The Hartford's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Hartford Quality.

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 Quality does not affect the price movement of the other competitor.

	PCLVX	JDVNX	VWNDX	LMISX	SCPAX	AMFFX	ALCEX
PCLVX		0.99	0.99	0.98	0.98	0.9	0.99	PCLVX
JDVNX	0.99		0.98	0.99	0.99	0.87	0.99	JDVNX
VWNDX	0.99	0.98		0.96	0.97	0.88	0.99	VWNDX
LMISX	0.98	0.99	0.96		1.0	0.88	0.99	LMISX
SCPAX	0.98	0.99	0.97	1.0		0.9	0.98	SCPAX
AMFFX	0.9	0.87	0.88	0.88	0.9		0.87	AMFFX
ALCEX	0.99	0.99	0.99	0.99	0.98	0.87		ALCEX
	PCLVX	JDVNX	VWNDX	LMISX	SCPAX	AMFFX	ALCEX

Click cells to compare fundamentals

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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 Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PCLVX	0.50	(0.01)	(0.06)	0.12	0.34	(0.60)	1.01	(0.91)	3.99
JDVNX	0.58	(0.02)	(0.02)	0.11	0.51	(0.71)	1.19	(0.99)	5.12
VWNDX	0.56	(0.02)	(0.06)	0.11	0.45	(0.65)	1.07	(0.91)	3.78
LMISX	0.60	0.04	0.02	0.17	0.73	(0.70)	1.28	(1.49)	4.05
SCPAX	0.53	0.01	(0.02)	0.14	0.54	(0.59)	0.94	(1.09)	3.57
AMFFX	0.46	(0.02)	(0.12)	0.10	0.43	(0.52)	0.90	(0.86)	2.68
ALCEX	0.61	0.02	0.03	0.15	0.44	(0.74)	1.28	(0.84)	4.70

Unable to evaluate fundamental data of [PCLVX, JDVNX, VWNDX, LMISX, SCPAX, AMFFX, ALCEX] at this time. Please try again later

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

	PCLVX	JDVNX	VWNDX	LMISX	SCPAX	AMFFX	ALCEX
	0.13 23.42 Pace	0.29 27.59 Jhancock	0.20 24.94 VANGUARD	0.50 25.93 LMISX	0.46 13.06 SIIT	0.35 60.24 American	0.33 15.37 Avantis
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	Good	Solid	Solid	Good	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Over Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Hold	Strong Buy	Strong Buy	Strong Buy	Strong Buy
Net Asset	1.31 B	16.37 B	21.56 B	737.74 M	2.94 B	89.87 B	190.64 M
Minimum Initial Investment	10 K	N/A	N/A	N/A	100 K	N/A	N/A
Price To Book	1.73 X	1.71 X	1.65 X	2.65 X	2.76 X	3.02 X	N/A
Five Year Return	10.63 %	13.07 %	13.18 %	16.30 %	14.93 %	10.83 %	N/A
One Year Return	26.38 %	32.39 %	24.25 %	40.33 %	33.64 %	25.14 %	N/A
Last Dividend Paid	0.3	0.35	N/A	0.03	0.04	0.2	N/A
Price To Earning	15.53 X	15.13 X	15.85 X	17.20 X	18.69 X	4.46 X	N/A
Price To Sales	1.22 X	1.37 X	1.33 X	1.54 X	1.69 X	2.06 X	N/A
Cash Position Weight	1.61 %	4.39 %	2.72 %	1.85 %	9.00 %	9.92 %	N/A
Equity Positions Weight	98.39 %	95.60 %	97.29 %	98.15 %	91.00 %	89.77 %	N/A
Three Year Return	10.03 %	12.18 %	9.81 %	11.71 %	10.94 %	8.64 %	N/A
Annual Yield	0.02 %	0.01 %	0.02 %	0.01 %	0.03 %	0.02 %	0.01 %
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Year To Date Return	19.43 %	24.11 %	16.10 %	33.23 %	26.89 %	19.49 %	N/A
Ten Year Return	8.05 %	9.45 %	9.84 %	11.72 %	11.79 %	10.71 %	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	23.42	27.59	24.94	25.93	13.06	60.24	15.37
Period Momentum Indicator	0.03	0.08	0.05	0.13	0.06	0.21	0.05
Rate Of Daily Change	1.0	1.0	1.0	1.01	1.0	1.0	1.0
Day Median Price	23.42	27.59	24.94	25.93	13.06	60.24	15.37
Price Action Indicator	0.015	0.04	0.025	0.065	0.03	0.11	0.025
Coefficient Of Variation	636.19	666.05	709.76	525.14	570.29	776.06	527.01
Mean Deviation	0.4998	0.5834	0.5559	0.6049	0.5251	0.4566	0.6099
Jensen Alpha	(0.01)	(0.02)	(0.02)	0.0352	0.0101	(0.02)	0.019
Total Risk Alpha	(0.02)	(0.02)	(0.03)	0.0097	(0)	(0.03)	0.0094
Sortino Ratio	(0.06)	(0.02)	(0.06)	0.0248	(0.02)	(0.12)	0.0339
Downside Variance	0.299	0.4425	0.3458	0.8015	0.5324	0.2736	0.4942
Standard Deviation	0.6699	0.8381	0.7272	0.8391	0.7101	0.5681	0.8508
Kurtosis	4.72	7.92	3.45	2.19	1.96	0.3508	5.78
Potential Upside	1.01	1.19	1.07	1.28	0.941	0.9024	1.28
Treynor Ratio	0.1185	0.1124	0.1057	0.1668	0.1399	0.0953	0.1459
Maximum Drawdown	3.99	5.12	3.78	4.05	3.57	2.68	4.7
Variance	0.4488	0.7024	0.5287	0.7042	0.5042	0.3227	0.7238
Market Risk Adjusted Performance	0.1285	0.1224	0.1157	0.1768	0.1499	0.1053	0.1559
Risk Adjusted Performance	0.1187	0.1157	0.1072	0.1465	0.1333	0.095	0.1461
Skewness	1.21	1.55	1.04	(0.49)	(0.1)	0.1639	1.23
Semi Deviation	0.3448	0.511	0.447	0.7251	0.537	0.4256	0.4387
Information Ratio	(0.05)	(0.01)	(0.05)	0.0264	(0.02)	(0.11)	0.028
Value At Risk	(0.91)	(0.99)	(0.91)	(1.49)	(1.09)	(0.86)	(0.84)
Expected Short fall	(0.60)	(0.71)	(0.65)	(0.70)	(0.59)	(0.52)	(0.74)
Downside Deviation	0.5468	0.6652	0.5881	0.8953	0.7297	0.5231	0.703
Semi Variance	0.1189	0.2611	0.1998	0.5257	0.2884	0.1811	0.1925

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 Quality 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 Quality, 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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Broad Municipals ETFs

ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Municipals ETFs theme has 50 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 Broad Municipals ETFs Theme or any other thematic opportunities.

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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation.

You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

Other Consideration for investing in The Mutual Fund

If you are still planning to invest in Hartford Quality check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the The Hartford's history and understand the potential risks before investing.

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