Hartford Growth Opportunities Fund Manager Performance Evaluation
| HGOTX Fund | USD 71.65 0.01 0.01% |
The fund retains a Market Volatility (i.e., Beta) of 0.99, which attests to possible diversification benefits within a given portfolio. Hartford Growth returns are very sensitive to returns on the market. As the market goes up or down, Hartford Growth is expected to follow.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Hartford Growth Opportunities are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Hartford Growth may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 28th of February 2020 | |
| Expense Ratio | 0.8600 |
Hartford |
Hartford Growth Relative Risk vs. Return Landscape
If you would invest 6,447 in Hartford Growth Opportunities on August 28, 2024 and sell it today you would earn a total of 718.00 from holding Hartford Growth Opportunities or generate 11.14% return on investment over 90 days. Hartford Growth Opportunities is currently producing 0.1746% returns and takes up 1.1755% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Hartford, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hartford Growth Current Valuation
Overvalued
Today
Please note that Hartford Growth's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Hartford Growth Oppo retains a regular Real Value of $65.92 per share. The prevalent price of the fund is $71.65. We determine the value of Hartford Growth Oppo from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Hartford Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hartford Mutual Fund. However, Hartford Growth's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 71.65 | Real 65.92 | Hype 71.65 | Naive 71.16 |
The intrinsic value of Hartford Growth's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Hartford Growth's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Hartford Growth Opportunities helps investors to forecast how Hartford mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Hartford Growth more accurately as focusing exclusively on Hartford Growth's fundamentals will not take into account other important factors: Hartford Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hartford Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hartford Growth Opportunities, and traders can use it to determine the average amount a Hartford Growth's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1485
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HGOTX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Hartford Growth is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Hartford Growth by adding it to a well-diversified portfolio.
Hartford Growth Fundamentals Growth
Hartford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hartford Growth, and Hartford Growth fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Hartford Mutual Fund performance.
| Price To Earning | 32.58 X | ||||
| Price To Book | 3.65 X | ||||
| Price To Sales | 2.16 X | ||||
| Total Asset | 23.31 M | ||||
About Hartford Growth Performance
Evaluating Hartford Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hartford Growth has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Hartford Growth has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of common stocks covering a broad range of industries, companies and market capitalizations that the sub-adviser believes exhibit long-term growth potential. It may invest up to 25 percent of its net assets in foreign issuers and non-dollar securities. The fund may trade securities actively.Things to note about Hartford Growth Oppo performance evaluation
Checking the ongoing alerts about Hartford Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford Growth Oppo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 97.48% of its assets under management (AUM) in equities |
- Analyzing Hartford Growth's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Hartford Growth's stock is overvalued or undervalued compared to its peers.
- Examining Hartford Growth's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Hartford Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hartford Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hartford Growth's mutual fund. These opinions can provide insight into Hartford Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hartford Mutual Fund
Hartford Growth financial ratios help investors to determine whether Hartford 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 Hartford with respect to the benefits of owning Hartford Growth security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |