HAIAX
Hartford Core Equity A
1W: -1.0%
1M: +0.1%
3M: +1.6%
YTD: +9.2%
1Y: +11.4%
3Y: +58.7%
5Y: +40.8%
$59.45
+0.40 (+0.68%)
Weekly Expected Move ±1.5%
$57
$58
$59
$60
$61
Similar ETFs
20 peers by holdings overlap (76 holdings)
CVTRX
Calamos Growth & Income Fund Class A
61.6%
Shared33 holdings
Total89
AUM$3.5B
Price$59.90
TADAX
Transamerica US Growth A
61.0%
Shared32 holdings
Total61
AUM$1.8B
Price$35.40
VWELX
Vanguard Wellington Fund Investor Shares
58.3%
Shared33 holdings
Total77
AUM$124.2B
Price$46.92
CSQ
Calamos Strategic Total Return Fund
57.6%
Shared32 holdings
Total152
AUM$3.3B
Price$20.47
BUFEX
Buffalo Blue Chip Growth Fund Investor Class
57.6%
Shared31 holdings
Total86
AUM$194M
Price$65.83
NIE
Virtus Equity & Convertible Income Fund
55.5%
Shared30 holdings
Total73
AUM$690M
Price$24.89
FBALX
Fidelity Balanced Fund
55.2%
Shared50 holdings
Total293
AUM$66.3B
Price$35.44
ITHAX
The Hartford Capital Appreciation Fund
55.1%
Shared37 holdings
Total136
AUM$6.4B
Price$48.35
TWCGX
American Century Growth Investor Class
53.6%
Shared26 holdings
Total72
AUM$16.0B
Price$62.16
SWLSX
Schwab Large-Cap Growth
53.2%
Shared23 holdings
Total55
AUM$674M
Price$48.08
AFDIX
American Century Large Cap Equity Inv
52.4%
Shared30 holdings
Total99
AUM$3.1B
Price$52.65
MFEGX
MFS Growth A
52.3%
Shared25 holdings
Total68
AUM$42.6B
Price$185.96
FMILX
Fidelity New Millennium Fund
52.3%
Shared29 holdings
Total119
AUM$6.2B
Price$78.83
JPGSX
JPMorgan U.S. GARP Equity Fund Class I
52.2%
Shared29 holdings
Total91
AUM$1.6B
Price$71.29
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
52.1%
Shared67 holdings
Total500
AUM$2.1B
Price$21.44
IBALX
Transamerica Multi-Managed Balanced Fund
51.8%
Shared41 holdings
Total162
AUM$1.5B
Price$37.30
FDEQX
Fidelity Disciplined Equity Fund
51.8%
Shared33 holdings
Total115
AUM$2.4B
Price$81.70
SHAPX
ClearBridge Appreciation A
51.7%
Shared23 holdings
Total59
AUM$9.7B
Price$37.38
TWBIX
American Century Balanced Fund
51.7%
Shared30 holdings
Total101
AUM$913M
Price$21.92
JRSAX
Janus Henderson U.S. Managed Volatility Fund Class A
51.6%
Shared26 holdings
Total85
AUM$633M
Price$13.08
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HAIAX | $11.8B | 75 | 46.7% | 15.3 | 4.6 | 4.2 | 34.9% | 27.6% | 1.02% | +17.9% | +38.5% | 55.8 | 6.4 |
| CVTRX | $3.5B | 89 | 36.2% | 11.8 | 1.9 | 1.5 | 17.6% | 12.4% | 1.07% | +25.4% | +47.9% | 56.4 | 6.4 |
| TADAX | $1.8B | 61 | 59.6% | 16.9 | 5.4 | 5.2 | 38.2% | 31.0% | 0.56% | +26.5% | +54.9% | 58.1 | 6.3 |
| VWELX | $124.2B | 77 | 27.7% | 9.2 | 2.9 | 3.2 | 36.5% | 34.3% | 1.36% | +19.4% | +41.4% | 56.4 | 6.4 |
| CSQ | $3.3B | 152 | 42.5% | 11.7 | 1.9 | 1.4 | 17.2% | 12.0% | 1.14% | +24.8% | +47.6% | 55.9 | 6.3 |
| BUFEX | $194M | 86 | 54.1% | 9.9 | 3.1 | 3.4 | 36.7% | 34.3% | 0.77% | +21.6% | +47.4% | 61.0 | 6.3 |
| NIE | $690M | 73 | 25.0% | 15.5 | 4.5 | 4.1 | 33.6% | 26.6% | 1.05% | +25.8% | +50.1% | 59.6 | 6.3 |
| FBALX | $66.3B | 293 | 25.7% | 9.1 | 4.2 | 5.3 | 61.7% | 58.3% | 1.16% | +24.9% | +46.9% | 58.2 | 6.3 |
| ITHAX | $6.4B | 136 | 39.5% | 15.5 | 4.8 | 4.6 | 36.2% | 29.8% | 1.23% | +20.6% | +39.6% | 55.1 | 6.5 |
| TWCGX | $16.0B | 72 | 64.8% | 12.1 | 4.0 | 4.4 | 38.9% | 36.1% | 0.58% | +24.4% | +47.6% | 61.1 | 6.4 |
| SWLSX | $674M | 55 | 59.7% | 16.7 | 5.4 | 5.3 | 38.3% | 31.5% | 0.66% | +27.8% | +45.5% | 60.8 | 6.4 |