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Hartford Balanced Income I (HBLIX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford Balanced Income I (HBLIX) Fund

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

 

Graph of Hartford Balanced Income I Fund (HBLIX) ManagerFund Manager - Karen I. Grimes

Fund Manager Information

Fund Manager Tenure: 10.2 years
Similar Funds: HBLAX  HBLBX  HBLCX  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 I Fund (HBLIX) ProfileHartford Balanced Income I Fund (HBLIX) Profile

Fund Profile and Description

Hartford Balanced Income I Fund seeks current income with growth of capital as a secondary objective. Hartford Balanced Income I 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 I (HBLIX) Fund Strength What we like about Hartford Balanced Income I (HBLIX) Fund

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

  • Hartford Balanced Income I Fund (HBLIX) management has been with Hartford Balanced Income I Fund for 10.2 years
  • Hartford Balanced Income I Fund (HBLIX) has good short-term performance (1-year return 3.65% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • Hartford Balanced Income I Fund (HBLIX) has good mid-term performance (3-year return 6.25% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • Hartford Balanced Income I Fund (HBLIX) has good Long-term performance (5-year return 7.99% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • Hartford Balanced Income I Fund (HBLIX) ratio of up-years vs down years is greater than 2
  • Hartford Balanced Income I Fund (HBLIX) has a Morningstar rating of 4 and above
  • Asset base in Hartford Balanced Income I Fund (HBLIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Hartford Balanced Income I Fund (HBLIX) 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 I management does not trade extensively for its return.
  • Hartford Balanced Income I Fund (HBLIX) has a lower expense ratio than its Allocation--30% to 50% Equity average: 0.69% vs 0.81%
  • Hartford Balanced Income I Fund (HBLIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Hartford Balanced Income I Fund (HBLIX) Weakness What we are cautious about Hartford Balanced Income I (HBLIX) Fund

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

  • Hartford Balanced Income I Fund (HBLIX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.36 that is higher than category average of 5.82
See Hartford Balanced Income I Fund (HBLIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Hartford Balanced Income I Fund (HBLIX)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 I5.893.656.257.99
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 I Fund (HBLIX)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 I Fund (HBLIX) Net Asset TrackingHartford Balanced Income I (HBLIX) Fund Net Asset

Track net asset change of Hartford Balanced Income I fund (HBLIX)

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

  

Graph of Hartford Balanced Income I Fund (HBLIX) Portfolio TrackingHartford Balanced Income I (HBLIX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford Balanced Income I fund (HBLIX)

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 I Fund (HBLIX)

 

graph of Hartford Balanced Income I Fund (HBLIX) Top 10 Position TrackingTop 10 Holdings in Hartford Balanced Income I (HBLIX) Fund

Discover what Hartford Balanced Income I Fund (HBLIX) 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 I Fund (HBLIX)

  

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