HAIAX Rating, Research - Hartford Disciplined Equity A

Hartford Disciplined Equity A (haiax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 208

Threats + Weaknesses = 128

When strengths & opportunities substantially exceed threats & weaknesses an investment in the haiax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Hartford Disciplined Equity A (HAIAX) Description: HAIAX is a mutual fund, which is an investment that owns a basket of assets. The HAIAX mutual fund was provided by Harford and this investment vehicle derives the majority of its value from equity holdings (stocks). Harfords mutual fund has a long management tenure and is in the small fund size classification. HAIAXs minimum initial investment amount is $2000 while the IRA minimum is $0. HAIAXs expense ratio is roughly 1%. The latest HAIAXs front end load was 6% and the back end load was 0%. The Hartford Disciplined Equity A (HAIAX) mutual fund falls under the large-cap mixed category. HAIAX focuses its investments in USA and HAIAX is not affiliated with a particular industry or fund sector. The Hartford Disciplined Equity A (HAIAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HAIAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HAIAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in the equity securities (see equity research) of U.S. companies that are undervalued. It may invest in companies of any size and in any industry. The fund may invest in securities of non-U.S. issuers. It may enter into derivatives transactions, such as options, futures, forwards and swap agreements. The fund may enter into forward commitments.

Management Analysis Update

Performance Analysis Update