The Hartford Balanced Fund Quote

ITTAX Fund  USD 19.22  0.01  0.05%   

Performance

OK

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
The Hartford is trading at 19.22 as of the 21st of March 2025; that is 0.05% down since the beginning of the trading day. The fund's open price was 19.23. The Hartford has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The investment seeks to provide a high level of current income consistent with growth of capital. Hartford Multi-Asset is traded on NASDAQ Exchange in the United States. More on The Hartford Balanced

The Mutual Fund Highlights

Fund ConcentrationHartford Mutual Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Hartford Mutual Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
The Hartford Balanced [ITTAX] is traded in USA and was established 21st of March 2025. The Hartford 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 636.7 M in assets under management (AUM) with no minimum investment requirementsHartford Balanced is currently producing year-to-date (YTD) return of 1.77% with the current yeild of 0.05%, while the total return for the last 3 years was 4.48%.
Check The Hartford Probability Of Bankruptcy

Instrument Allocation

Top The Hartford Balanced Mutual Fund Constituents

AAPLApple IncStockInformation Technology
JPMJPMorgan Chase CoStockFinancials
CMCSAComcast CorpStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
NEENextera EnergyStockUtilities
WFCWells FargoStockFinancials
SPGSimon Property GroupStockReal Estate
CSCOCisco SystemsStockInformation Technology
More Details

Hartford Balanced Risk Profiles

The Hartford Against Markets

Other Information on Investing in The Mutual Fund

The Hartford financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Hartford security.
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
ETFs
Find actively traded Exchange Traded Funds (ETF) from around the world
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets