Breaking News
Get 40% Off 0
💰 Buffett reveals a $6.7B stake in Chubb. Copy the full portfolio for FREE with InvestingPro’s Stock Ideas tool Copy Portfolio
Close

Wv The Hartford Smart 529 College Savings Plan The Hartford Smart529 Checks & Balances Portfolio E (0P0000O6S3)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
37.060 -1.290    -3.36%
30/04 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.93M
WV The Hartford SMART529 Checks & Balanced Portfol 37.060 -1.290 -3.36%

0P0000O6S3 Overview

 
Find basic information about the Wv The Hartford Smart 529 College Savings Plan The Hartford Smart529 Checks & Balances Portfolio E mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000O6S3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change10.36%
Prev. Close38.35
Risk Rating
TTM YieldN/A
ROE24.35%
IssuerN/A
TurnoverN/A
ROA9.70%
Inception DateMar 01, 2002
Total Assets1.93M
ExpensesN/A
Min. InvestmentN/A
Market Cap146.34B
CategoryStatic Allocation - - 50% to 70% Equity
What is your sentiment on WV The Hartford SMART529 Checks & Balanced Portfol?
or
Market is currently closed. Voting is open during market hours.

Wv The Hartford Smart 529 College Savings Plan The Hartford Smart529 Checks & Balances Portfolio E Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1019 1016 1104 1066 1418 2033
Fund Return 1.9% 1.62% 10.36% 2.14% 7.23% 7.35%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Talcott Resolution Ins Co.

  Name Rating Total Assets YTD% 3Y% 10Y%
  WV The Hartford SMART529 The Hartga 73.58M 11.80 -0.11 13.70
  WV SMART529 Direct 500 Index Portfo 63.88M 6.00 7.94 12.25
  WV The Hartford SMART529 ChecksBala 42.86M 1.81 1.88 7.08
  WV SMART529 Direct Growth Portfolio 34.28M 2.84 3.04 7.96
  WV SMART529 Direct Age Based Portfo 33.15M 1.02 1.57 5.29

Top Funds for Static Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  OH CollegeAdvantage 529 Vanguard We 9.37B 2.51 3.44 7.70
  VA CollegeAmerica 529 American Bala 4.44B 2.71 3.67 7.56
  VA CollegeAmerica 529 American Balc 755.07M 2.45 2.89 6.75
  KS Schwab Moderate Index 731.65M 1.24 1.89 6.27
  IA College Savings Iowa 529 Moderap 675.01M 1.26 1.06 5.96

Top Holdings

Name ISIN Weight % Last Change %
Hartford Dividend and Growth F - 33.30 - -
Hartford Capital Appreciation F - 33.28 - -
  Hartford Total Return Bond US41653L3050 32.67 33.46 -0.24%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000O6S3 Comments

Write your thoughts about Wv The Hartford Smart 529 College Savings Plan The Hartford Smart529 Checks & Balances Portfolio E
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email