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 Dow Down 0.72% Nasdaq Down 0.50%

Hartford Balanced Income A (HBLAX)

13.78 Down 0.02(0.14%) Jul 25
Prev Close:13.80
YTD Return*:6.49%
Net Assets*:4.98B
Yield*:2.28%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
WFC2.0317.56
JNJ1.9917.08
CVX1.856.16
MSFT1.7113.42
XOM1.701.46

Fund Basics

Morningstar Overall Rating:
Total Assets:4.98B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.96%

Performance & Risk

YTD Return:6.49%
5y Avg Return:13.96%
Rank in Category (ytd):14
% Rank in Category (ytd):1.91%
Beta (3y):0.70
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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