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Wv The Hartford Smart 529 College Savings Plan The Hartford Smart529 Balanced Income 529 Fund C (0P0000WIBU)

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20.200 -0.330    -1.61%
31/10 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Hartford Life Insurance Company
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.33M
WV The Hartford SMART529 The Hartford Balanced Inc 20.200 -0.330 -1.61%

0P0000WIBU Overview

 
Find basic information about the Wv The Hartford Smart 529 College Savings Plan The Hartford Smart529 Balanced Income 529 Fund C 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 0P0000WIBU MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change18.34%
Prev. Close20.53
Risk Rating
TTM YieldN/A
ROE17.68%
IssuerHartford Life Insurance Company
TurnoverN/A
ROA5.91%
Inception DateJun 25, 2012
Total Assets2.33M
ExpensesN/A
Min. InvestmentN/A
Market Cap74.76B
CategoryStatic Allocation - - 30% to 50% Equity
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Wv The Hartford Smart 529 College Savings Plan The Hartford Smart529 Balanced Income 529 Fund C Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1068 1020 1183 1038 1226 1603
Fund Return 6.82% 2.02% 18.34% 1.25% 4.15% 4.83%
Place in category 102 4 77 78 83 37
% in Category 75 3 61 72 75 55

Top Equity Funds by Talcott Resolution Ins Co.

  Name Rating Total Assets YTD% 3Y% 10Y%
  WV The Hartford SMART529 The Hartga 85.2M 30.77 3.46 14.24
  WV SMART529 Direct 500 Index Portfo 74.43M 20.86 8.96 12.85
  WV The Hartford SMART529 ChecksBala 44.97M 11.08 3.38 7.54
  WV SMART529 Direct Growth Portfolio 37.56M 13.38 4.27 8.60
  WV SMART529 Direct Age Based Portfo 34.22M 7.96 2.45 5.67

Top Funds for Static Allocation--30% to 50% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  NY New Yorks 529 Program Direct Mog 2.21B 8.59 1.87 5.86
  OH CollegeAdvantage 529 Vanguard Mg 548.55M 8.53 1.82 5.72
  IA College Savings Iowa 529 Conserv 512.94M 7.16 0.93 4.78
  CO CollegeInvest Direct 529 Moderat 470.74M 8.43 1.71 5.66
  NV Vanguard 529 College Savings Plm 285.64M 8.52 1.85 5.64

Top Holdings

Name ISIN Weight % Last Change %
Hartford Balanced Income F - 100.00 - -

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
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