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Hartford Balanced Income A (HBLAX)

13.71 0.00(0.00%) Sep 17
Prev Close:13.71
YTD Return*:7.27%
Net Assets*:5.20B
Yield*:2.27%

* As of 31-Aug-14

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

Top Holdings

Symbol% AssetsYTD Return %
WFC2.0115.79
CVX1.924.62
MSFT1.7822.77
JNJ1.7515.10
XOM1.66-0.69

Fund Basics

Morningstar Overall Rating:
Total Assets:5.2B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.96%

Performance & Risk

YTD Return:7.27%
5y Avg Return:12.06%
Rank in Category (ytd):12
% Rank in Category (ytd):1.65%
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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