The Hartford Balanced Fund Quote
| HBLTX Fund | USD 15.37 0.03 0.19% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Hartford Balanced is trading at 15.37 as of the 28th of November 2024; that is 0.19% down since the beginning of the trading day. The fund's open price was 15.4. Hartford Balanced has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for The Hartford Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund targets an allocation of approximately 45 percent equity securities and 55 percent fixed income investments, with the allocation generally varying by no more than -5. The equity portion of the fund invests primarily in common stocks with a history of above-average dividends or expectations of increasing dividends. More on The Hartford Balanced
Hartford Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Hartford Mutual Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2020 |
| Fiscal Year End | October |
The Hartford Balanced [HBLTX] is traded in USA and was established 28th of November 2024. Hartford Balanced is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Hartford Mutual Funds family. This fund currently has accumulated 14.66 B in assets under management (AUM) with no minimum investment requirementsHartford Balanced is currently producing year-to-date (YTD) return of 9.06% with the current yeild of 0.04%, while the total return for the last 3 years was 2.9%.
Check Hartford Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hartford Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hartford Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Hartford Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Hartford Balanced Mutual Fund Constituents
| MSFT | Microsoft | Stock | Information Technology | |
| WFC | Wells Fargo | Stock | Financials | |
| INTC | Intel | Stock | Information Technology | |
| LLY | Eli Lilly and | Stock | Health Care | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| BAC | Bank of America | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| PM | Philip Morris International | Stock | Consumer Staples |
Hartford Balanced Risk Profiles
| Mean Deviation | 0.254 | |||
| Semi Deviation | 0.2425 | |||
| Standard Deviation | 0.321 | |||
| Variance | 0.1031 |
Hartford Balanced Against Markets
Other Information on Investing in Hartford Mutual Fund
Hartford Balanced financial ratios help investors to determine whether Hartford Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hartford with respect to the benefits of owning Hartford Balanced security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |