The Hartford Healthcare Fund Quote
| HGHYX Fund | USD 46.13 0.66 1.41% |
Performance0 of 100
| Odds Of DistressLess than 23
|
The Hartford is trading at 46.13 as of the 22nd of November 2024; that is 1.41% down since the beginning of the trading day. The fund's open price was 46.79. The Hartford has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for The Hartford Healthcare are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in the equity securities of health care-related companies worldwide as selected by the sub-adviser, Wellington Management Company LLP . The fund takes a broad approach to investing in the health care sector. More on The Hartford Healthcare
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The Mutual Fund Highlights
| Thematic Idea | Healthcare Funds (View all Themes) |
| Fund Concentration | Hartford Mutual Funds, Large Growth Funds, Health Funds, Healthcare Funds, Health, Hartford Mutual Funds, Large Growth, Health (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
The Hartford Healthcare [HGHYX] is traded in USA and was established 22nd of November 2024. The Hartford is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Health category and is part of Hartford Mutual Funds family. The entity is thematically classified as Healthcare Funds. This fund currently has accumulated 1.25 B in assets under management (AUM) with no minimum investment requirementsThe Hartford Healthcare is currently producing year-to-date (YTD) return of 2.48%, while the total return for the last 3 years was -1.65%.
Check The Hartford Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on The Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding The Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Hartford Healthcare Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Hartford Healthcare Mutual Fund Constituents
| HCA | HCA Holdings | Etf | Health Care | |
| AZN | AstraZeneca PLC ADR | Stock | Health Care | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| SYK | Stryker | Stock | Health Care |
The Hartford Healthcare Risk Profiles
| Mean Deviation | 0.5945 | |||
| Standard Deviation | 0.7348 | |||
| Variance | 0.54 | |||
| Risk Adjusted Performance | (0.17) |
The Hartford Against Markets
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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