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Hartford Balanced Income I Fund (HBLIX)

Fund performance review and position details on Hartford Balanced Income I Fund (HBLIX)

    Last Trade: $ on , Change: (0%)

Hartford Balanced Income I Fund (HBLIX) HighlightHartford Balanced Income I Fund (HBLIX) Fund Summary

Hartford Balanced Income I Fund (HBLIX) statistics as of May 30, 2016

Category: Allocation--30% to 50% Equity
Fund Family: Hartford Mutual Funds
Net Asset: $7.58B
Yield: 2.71%
Year-to-Date Return: 5.89%
Morningstar rating: 5

 

Hartford Balanced Income I Fund (HBLIX) CostHartford Balanced Income I Fund (HBLIX) Cost

Hartford Balanced Income I Fund (HBLIX) various investment related cost

Initial Investment: 2,000
Total Expense Ratio (Allocation--30% to 50% Equity average): 0.69% (0.81%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 39.00%

 

Hartford Balanced Income I Fund (HBLIX) PerformanceHartford Balanced Income I Fund (HBLIX) Performance

Most current Hartford Balanced Income I Fund (HBLIX) Performance

1-month Performance (Allocation--30% to 50% Equity category median performance): 0.67% (0.43%)
3-month Performance (Allocation--30% to 50% Equity category median performance): 7.22% (5.34%)
1 Year Performance (Allocation--30% to 50% Equity category median performance): 3.65% (-1.15%)
3 Year Performance (Allocation--30% to 50% Equity category median performance): 6.25% (3.44%)
5 Year Performance (Allocation--30% to 50% Equity category median performance): 7.99% (4.31%)
Number of Years of positive return: 4 years
Number of Years of negative return: 1 years
3 year Alpha (Allocation--30% to 50% Equity category average): 2.1 (-0.68)
3 year Beta (Allocation--30% to 50% Equity category average): 0.86 (0.77)
3 year Sharpe Ratio: 0.97
3 year Treynor: 7.2

Hartford Balanced Income I Fund (HBLIX) topholdingTop Stock Holdings in Hartford Balanced Income I Fund (HBLIX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Us 10yr Note (Cbt)jun16 Xcbt 201606217.96%N/A
Us 5yr Note (Cbt) Jun16 Xcbt 201606307.08%N/A
Us 2yr Note (Cbt) Jun16 Xcbt 201606303.2%N/A
Microsoft Corporation1.8%0.00%
Wells Fargo & Company Common St1.76%0.00%
JP Morgan Chase & Co. Common St1.65%0.00%
Johnson & Johnson Common Stock1.56%0.00%
Us Long Bond(Cbt) Jun16 Xcbt 201606211.49%N/A
Pfizer, Inc. Common Stock1.45%0.00%
Us Ultra Bond Cbt Jun16 Xcbt 201606211.4%N/A
*Note: The price change will reset to 0 after the midnight

 

Hartford Balanced Income I Fund (HBLIX) Portfolio AllocationHartford Balanced Income I Fund (HBLIX) Fund Portfolio Allocation

Hartford Balanced Income I Fund (HBLIX) Fund Portfolio Allocation data as of 04/2016

Stock39.81%
Bond54.46%
Cash2.82%
Other1.39%

 

Hartford Balanced Income I Fund (HBLIX) CompareCompare with other Allocation--30% to 50% Equity category mutual funds

Below are some additional Allocation--30% to 50% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
Hartford Balanced Income I3.656.257.99
American Century Strat Allc: Cnsrv Instl (ACCIX)0.124.475.27 Compare
Berwyn Income (BERIX)0.444.235.21 Compare
Nuveen Strategy Conservative Allc I (FSFYX)-1.573.064.03 Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Hartford Balanced Income I Fund (HBLIX) PerformanceOther Financial Data Web Sites on Hartford Balanced Income I Fund (HBLIX)

Addition research sites for Hartford Balanced Income I Fund (HBLIX)

 

Hartford Balanced Income I Fund (HBLIX) Related ResourcesSee more information on Hartford Balanced Income I (HBLIX) Fund

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