Hartford Balanced Income A (HBLAX)
* As of 31-Aug-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.96%|
Performance & Risk
|5y Avg Return:||12.06%|
|Rank in Category (ytd):||12|
|% Rank in Category (ytd):||1.65%|
|Morningstar Risk Rating:||3|
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