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Diversification Never Goes out of Favor

Instead of trying to “chase” performance by investing in what has performed well recently, work with a trusted financial professional to build a diversified portfolio.



History shows that asset classes move in and out of favor over time. Instead of trying to “chase” performance by investing in what has performed well recently, work with a trusted financial professional to build a diversified portfolio. Keep in mind that diversification doesn’t ensure a profit or protect against a loss.

 

Annual Returns (in Percentages) of Asset Classes 

For periods 12/31/05–12/31/20

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Past performance does not guarantee future results. Indices are unmanaged and not available for direct investment, and do not represent the performance of a single fund or any of the Hartford Funds. ■ Large-Cap Growth Stocks are represented by the Russell 1000 Growth Index, which measures the performance of the large-cap growth segment of the US equity universe. ■ Large-Cap Value Stocks are represented by Russell 1000 Value Index, which measures the performance of Russell 1000 Index companies with lower price-to-book ratios and lower forecasted growth values. ■ Mid-Cap Stocks are represented by the Russell Midcap Index, which measures the performance of the mid-cap segment of the US equity universe. ■ Small-Cap Stocks are represented by the Russell 2000 Index, which measures the performance of the small-cap segment of the US equity universe. ■ International Stocks are represented by the MSCI EAFE Index, which measures developed market equity performance, excluding the US and Canada.  ■ Emerging Markets Stocks are represented by the MSCI Emerging Markets Index, which measures equity market performance in the global emerging markets. ■ Short Duration Bonds are represented by the Bloomberg Barclays 1-3 Year Gov’t/Credit Index, which is comprised of the US Gov’t/Credit component of the US Aggregate Bond Index. ■ Long Duration Bonds are represented by the Bloomberg Barclays US Long Gov’t/Credit Bond Index, which measures the non-securitized component of the US Aggregate Bond Index with 10 or more years to maturity. The index includes investment grade, US dollar-denominated, fixed-rate treasuries, government-related, and corporate securities. ■ Bank Loans are represented the Credit Suisse Leveraged Loan Index, which is designed to mirror the investible universe of the US dollar-denominated leveraged loan market.  ■ Government Bonds are represented by the Bloomberg Barclays US Government Bond Index, which is comprised of the US Treasury and US Agency Indices. The index includes US dollar-denominated, fixed-rate, nominal US Treasuries, and US agency debentures. ■ Corporate Bonds are represented by the Bloomberg Barclays US Corporate Bond Index, which measures the investment-grade, fixed-rate, taxable corporate bond market. The index includes US dollar-denominated securities that are publicly issued by industrial, utility, and financial issuers. ■ Cash Investments are represented by the Bloomberg Barclays 1-3 Month US Treasury Bill Index tracks the market for treasury bills with 1 to 2.9999 months to maturity issued by the US government. ■ Global Government Bonds are represented by the FTSE World Government Bond Index, a market-capitalization-weighted index consisting of government bond markets that have a remaining maturity of at least one year. Country eligibility is determined based on market capitalization and investability criteria. ■ Commodities are represented by the S&P Goldman Sachs Commodities Index, which consists of 24 commodity futures on physical commodities across five sectors: energy, agriculture, livestock, industrial metals, and precious metals.  ■ TIPS (Treasury Inflation Protected Securities) are represented by the Bloomberg Barclays US TIPS Index, which consists of Treasury inflation-protected securities issued by the US Treasury with a remaining maturity of one year or more. □ Diversified Portfolio is represented by an equal portion (6.7%) of each. 

Data Source: Morningstar, Inc., 1/21. Index provider notices may be found at hartfordfunds.com/index-notices.

 

Talk to your financial professional today about diversifying your equity portfolio.



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