• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.67% Nasdaq Up 1.47%

    Hartford Balanced Income A (HBLAX)

    13.70 Up 0.05(0.37%) May 27
    Prev Close:13.65
    YTD Return*:1.82%
    Net Assets*:6.41B
    Yield*:2.35%

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for HBLAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Us 5yr Note (Cbt) Jun15 Xcbt 201506309.522.30
    Us 10yr Note(Cbt) Jun15 Xcbt 201506198.184.52
    Us Long Bond(Cbt) Jun15 Xcbt 201506192.814.70
    Us Ultra Bond(Cbt Jun15 Xcbt 201506192.277.57
    WFC1.9810.35

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.41B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.97%

    Performance & Risk

    YTD Return:1.82%
    5y Avg Return:9.95%
    Rank in Category (ytd):68
    % Rank in Category (ytd):8.12%
    Beta (3y):0.77
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to provide current income with growth of capital as a secondary objective. The fund normally targets an allocation of approximately 45% equity securities and 55% fixed income investments, with the allocation generally varying by no more than +/-5%. The equity portion of the fund will invest primarily in common stocks with a history of above-average dividends or expectations of increasing dividends, which may include a broad range of market capitalizations generally above $2 billion. It may invest up to 20% of the fixed income portion of the portfolio in domestic non-investment grade debt. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback