Nasdaq - Delayed Quote USD
Hartford Balanced Income R3 (HBLRX)
14.39
-0.16
(-1.10%)
As of 8:09:17 AM EDT. Market Open.
Fund Summary
The fund 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 invests primarily in common stocks with a history of above-average dividends or expectations of increasing dividends. It may invest up to 20% of the fixed income portion of the portfolio in domestic non-investment grade debt.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.54% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 2.83% |
| 5y Average Return | 5.63% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HBLRX | Category Average | HBLRX | Category Average | HBLRX | Category Average | |
| Alpha | -1.73 | -0.01 | -1.38 | -0.01 | -0.36 | -0 |
| BETA | 0.88 | 0.01 | 0.85 | 0.01 | 0.86 | 0.01 |
| Mean Annual Return | 0.4 | 0.01 | 0.48 | 0.01 | 0.45 | 0.01 |
| R-squared | 94.09 | 0.92 | 92.89 | 0.91 | 92.73 | 0.91 |
| Standard Deviation | 10.89 | 0.1 | 9.92 | 0.08 | 9 | 0.07 |
| Sharpe Ratio | 0.02 | 0.01 | 0.3 | 0.01 | 0.38 | 0.01 |
| Treynor Ratio | -0.4 | 0.09 | 3 | 0.08 | 3.64 | 0.07 |
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