Hartford Mutual Fund Quote

HCVIX
 Fund
  

USD 9.80  0.10  1.01%   

Market Performance
0 of 100
Odds Of Distress
Less than 2
Hartford Conservative is trading at 9.80 as of the 25th of September 2022; that is -1.01 percent decrease since the beginning of the trading day. The fund's open price was 9.9. Hartford Conservative has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for The Hartford Conservative are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of October 2020 and ending today, the 25th of September 2022. Click here to learn more.
The investment seeks current income and long-term capital appreciation. Hartford Conservative is traded on NASDAQ Exchange in the United States. More on The Hartford Conservative

Moving together with Hartford Conservative

+0.64JPMJP Morgan Chase Fiscal Year End 13th of January 2023 PairCorr

Hartford Conservative Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Hartford Conservative's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Hartford Conservative or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Hartford Conservative generated a negative expected return over the last 90 days
Hartford Conservative is unlikely to experience financial distress in the next 2 years
The fund retains about 5.28% of its assets under management (AUM) in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Hartford Conservative's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldUndervalued
Startdate1st of December 2015
The Hartford Conservative [HCVIX] is traded in USA and was established 25th of September 2022. The fund is listed under Allocation--30% to 50% Equity category and is part of Hartford Mutual Funds family. The Hartford Conservative currently has accumulated 119.19 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 4.1%.
Check Hartford Conservative 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 Hartford 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 Hartford 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 Conservative 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.

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Hartford Conservative Target Price Odds Analysis

Based on a normal probability distribution, the odds of Hartford Conservative jumping above the current price in 90 days from now is close to 99%. The The Hartford Conservative probability density function shows the probability of Hartford Conservative mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Hartford Conservative has a beta of 0.4051. This usually indicates as returns on the market go up, Hartford Conservative average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding The Hartford Conservative will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. The Hartford Conservative is significantly underperforming DOW.
  Odds Below 9.8HorizonTargetOdds Above 9.8
0.60%90 days
 9.80 
99.38%
Based on a normal probability distribution, the odds of Hartford Conservative to move above the current price in 90 days from now is close to 99 (This The Hartford Conservative probability density function shows the probability of Hartford Mutual Fund to fall within a particular range of prices over 90 days) .

The Hartford Conservative Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Hartford Conservative market risk premium is the additional return an investor will receive from holding Hartford Conservative long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hartford Conservative. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Hartford Conservative's alpha and beta are two of the key measurements used to evaluate Hartford Conservative's performance over the market, the standard measures of volatility play an important role as well.

Hartford Conservative Against Markets

Picking the right benchmark for Hartford Conservative mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Hartford Conservative mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Hartford Conservative is critical whether you are bullish or bearish towards The Hartford Conservative at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Hartford Conservative without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in The Hartford Conservative?

The danger of trading The Hartford Conservative is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Hartford Conservative is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Hartford Conservative. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile The Hartford Conservative is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Risk vs Return Analysis. You can also try Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

Complementary Tools for analysis

When running The Hartford Conservative price analysis, check to measure Hartford Conservative's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hartford Conservative is operating at the current time. Most of Hartford Conservative's value examination focuses on studying past and present price action to predict the probability of Hartford Conservative's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Hartford Conservative's price. Additionally, you may evaluate how the addition of Hartford Conservative to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Hartford Conservative's value and its price as these two are different measures arrived at by different means. Investors typically determine Hartford Conservative value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hartford Conservative's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.