Hartford Balanced Income Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 2 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 9.71 percent over the past year, 10.02 percent over the past three years, and 15.96 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 9.7%
3 Years (Annualized) 10.0%
5 Years (Annualized) 16.0%
10 Years (Annualized) N/A

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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.

Fees

Fees are Above Average compared to funds in the same category.
Hartford Balanced Income Fund has an expense ratio of 1.22 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

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