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    Hartford Balanced Income A (HBLAX)

    13.65 Up 0.01(0.07%) Dec 26
    Prev Close:13.64
    YTD Return*:8.13%
    Net Assets*:5.63B
    Yield*:2.32%

    * As of 30-Nov-14

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

    Headlines

    ยป More Headlines for HBLAX

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC2.0922.40
    MSFT1.9332.61
    JNJ1.8221.49
    MRK1.6624.08
    VZ1.644.29

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.63B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.96%

    Performance & Risk

    YTD Return:8.13%
    5y Avg Return:10.89%
    Rank in Category (ytd):7
    % Rank in Category (ytd):0.97%
    Beta (3y):0.73
    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
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