Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | HBLBX Insights | HBLBX Score | HBLBX Performance | HBLBX News | HBLBX Allocation | HBLBX Holdings Change

Hartford Balanced Income B (HBLBX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford Balanced Income B (HBLBX) Fund

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

 

Graph of Hartford Balanced Income B Fund (HBLBX) ManagerFund Manager - W. Michael R. Reckmeyer

Fund Manager Information

Fund Manager Tenure: 12.9 years
Similar Funds: HBLAX  HBLCX  HBLIX  HBLRX  HBLSX  HBLTX  HBLYX 
Fund Family: Hartford Mutual Funds
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)

 

Graph of Hartford Balanced Income B Fund (HBLBX) ProfileHartford Balanced Income B Fund (HBLBX) Profile

Fund Profile and Description

Hartford Balanced Income B Fund seeks current income with growth of capital as a secondary objective. Hartford Balanced Income B 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. It can also invest up to 25% of the fixed income portion of the portfolio in non-US dollar denominated debt and up to 20% of the fixed income portion of the portfolio in emerging market debt securities.

 

Hartford Balanced Income B (HBLBX) Fund Strength What we like about Hartford Balanced Income B (HBLBX) Fund

Data for Hartford Balanced Income B Fund (HBLBX) as of May 30, 2016

  • Hartford Balanced Income B Fund (HBLBX) management has been with Hartford Balanced Income B Fund for 12.9 years
  • Hartford Balanced Income B Fund (HBLBX) has good short-term performance (1-year return 3.32% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • Hartford Balanced Income B Fund (HBLBX) has good mid-term performance (3-year return 5.97% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • Hartford Balanced Income B Fund (HBLBX) has good Long-term performance (5-year return 7.50% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • Hartford Balanced Income B Fund (HBLBX) ratio of up-years vs down years is greater than 2
  • Hartford Balanced Income B Fund (HBLBX) has a Morningstar rating of 4 and above
  • Asset base in Hartford Balanced Income B Fund (HBLBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Hartford Balanced Income B Fund (HBLBX) has an annual stock turnover rate of 39.00% vs Allocation--30% to 50% Equity average of 48.09%. It is good that Hartford Balanced Income B management does not trade extensively for its return.

Hartford Balanced Income B Fund (HBLBX) Weakness What we are cautious about Hartford Balanced Income B (HBLBX) Fund

Data for Hartford Balanced Income B Fund (HBLBX) as of May 30, 2016

  • Hartford Balanced Income B Fund (HBLBX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.33 that is higher than category average of 5.82
  • Hartford Balanced Income B Fund (HBLBX) has a higher expense ratio of 0.99% than its Allocation--30% to 50% Equity average of 0.81%
  • Hartford Balanced Income B Fund (HBLBX) carries a 5% load
See Hartford Balanced Income B Fund (HBLBX) performance details as of May 30, 2016

 

What do you think?

 

Compare Hartford Balanced Income B Fund (HBLBX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hartford Balanced Income B5.733.325.977.50
American Century Strat Allc: Cnsrv Instl (ACCIX)3.140.124.475.27Compare
Berwyn Income (BERIX)4.250.444.235.21Compare
Nuveen Strategy Conservative Allc I (FSFYX)2.54-1.573.064.03Compare

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

 

Compare Hartford Balanced Income B Fund (HBLBX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

Graph of Hartford Balanced Income B Fund (HBLBX) Net Asset TrackingHartford Balanced Income B (HBLBX) Fund Net Asset

Track net asset change of Hartford Balanced Income B fund (HBLBX)

DateNet Asset
05/2016$7.58B
03/2016$7.10B
02/2016$6.64B
More historic net asset information on Hartford Balanced Income B Fund (HBLBX)

  

Graph of Hartford Balanced Income B Fund (HBLBX) Portfolio TrackingHartford Balanced Income B (HBLBX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford Balanced Income B fund (HBLBX)

DateCashStockBondOther
04/20162.82%39.81%54.46%1.39%
02/20164.1%39.12%54.18%1.1%
01/20164.18%37.37%54.87%1.86%
Click here to see more historic asset allocation information on Hartford Balanced Income B Fund (HBLBX)

 

graph of Hartford Balanced Income B Fund (HBLBX) Top 10 Position TrackingTop 10 Holdings in Hartford Balanced Income B (HBLBX) Fund

Discover what Hartford Balanced Income B Fund (HBLBX) manager is buying

Apr 29, 2016
Us 10yr Note (Cbt)jun16 Xcbt 20160621 [7.96%]
Us 5yr Note (Cbt) Jun16 Xcbt 20160630 [7.08%]
Us 2yr Note (Cbt) Jun16 Xcbt 20160630 [3.2%]
Microsoft Corporation [1.8%]
Wells Fargo & Company Common St [1.76%]
JP Morgan Chase & Co. Common St [1.65%]
Johnson & Johnson Common Stock [1.56%]
Us Long Bond(Cbt) Jun16 Xcbt 20160621 [1.49%]
Pfizer, Inc. Common Stock [1.45%]
Us Ultra Bond Cbt Jun16 Xcbt 20160621 [1.4%]

Feb 28, 2016
Us 5yr Note (Cbt) Jun16 Xcbt 20160630 [7.58%]
Us 10yr Note (Cbt)jun16 Xcbt 20160621 [7.35%]
Us 2yr Note (Cbt) Jun16 Xcbt 20160630 [3.29%]
S9d04pr42 Cds Usd P V 03mevent Ccp 99d04pr5 [2.14%]
S9d04pr42 Cds Usd R F 1.00000 Ccp 99d04pr4 [2.13%]
Microsoft Corporation [2.01%]
Wells Fargo & Company Common St [1.8%]
JP Morgan Chase & Co. Common St [1.61%]
Johnson & Johnson Common Stock [1.61%]
Us Ultra Bond Cbt Jun16 Xcbt 20160621 [1.46%]

Jan 30, 2016
Us 5yr Note (Cbt) Mar16 Xcbt 20160331 [9.33%]
Us 10yr Note (Cbt)mar16 Xcbt 20160321 [8.99%]
Us 2yr Note (Cbt) Mar16 Xcbt 20160331 [3.65%]
Microsoft Corporation [2.14%]
S9d04pr42 Cds Usd P V 03mevent Ccp 99d04pr5 [2.14%]
S9d04pr42 Cds Usd R F 1.00000 Ccp 99d04pr4 [2.14%]
Wells Fargo & Company Common St [1.9%]
JP Morgan Chase & Co. Common St [1.67%]
Us Long Bond(Cbt) Mar16 Xcbt 20160321 [1.57%]
Johnson & Johnson Common Stock [1.57%]
Click here for Stock Holding Change Map in Hartford Balanced Income B Fund (HBLBX)

  

Latest News on Hartford Balanced Income B (HBLBX) Fund

See what is happening with Hartford Balanced Income B Fund (HBLBX)

    No recent news

 

Hartford Balanced Income B Fund (HBLBX) Related ResourcesSee more information on Hartford Balanced Income B (HBLBX) Fund

Popular pages on Hartford Balanced Income B (HBLBX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update