The Hartford Balanced Fund Quote
| ITTRX Fund | USD 19.42 0.05 0.26% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Hartford Balanced is trading at 19.42 as of the 20th of December 2024; that is 0.26% down since the beginning of the trading day. The fund's open price was 19.47. Hartford Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of June 2024 and ending today, the 20th of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing across a broad range of asset classes. Under normal circumstances, Wellington Management Company LLP , the funds sub-adviser, targets an allocation between 30 percent and 50 percent of the funds net assets in equity securities and 50 percent to 70 percent of the funds net assets in fixed income securities and cash instruments.. 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 | 31st of December 2024 |
The Hartford Balanced [ITTRX] is traded in USA and was established 20th of December 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 990.15 M in assets under management (AUM) with no minimum investment requirementsHartford Balanced is currently producing year-to-date (YTD) return of 7.33% with the current yeild of 0.04%, while the total return for the last 3 years was 1.72%.
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
| AAPL | Apple Inc | Stock | Information Technology | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| WFC | Wells Fargo | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| NEE | Nextera Energy | Stock | Utilities | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| SPG | Simon Property Group | Stock | Real Estate |
Hartford Balanced Risk Profiles
| Mean Deviation | 0.2004 | |||
| Standard Deviation | 0.2732 | |||
| Variance | 0.0746 | |||
| Risk Adjusted Performance | (0.11) |
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.
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