Hartford Balanced Income Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B- (Buy)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.68 0.0 0.68
Stocks 37.49 0.0 37.49
Bonds 36.71 0.0 36.71
Other 1.83 0.04 1.79
Foreign Bonds 13.73 0.0 13.73
Foreign Stocks 9.39 0.0 9.39
Convertible 0.07 0.0 0.07
Preferred 0.13 0.0 0.13

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

Ticker YTD Return % % Net Assets
Wells Fargo & Co WFC 10.29 1.97
Johnson & Johnson JNJ 7.65 1.92
Merck & Co Inc MRK 13.51 1.77
Exxon Mobil Corporation XOM -2.81 1.73
Microsoft Corporation MSFT 11.47 1.7
Marsh & McLennan Companies, Inc. MMC 2.87 1.66
Chevron Corp CVX -3.93 1.61
JPMorgan Chase & Co JPM 4.39 1.5
M&T Bank Corp MTB 5.2 1.37
Verizon Communications Inc VZ -1.75 1.34

Bond Ratings (%)

Updated 02.28.2014

Sector HBLYX
AAA 1.08
AA 3.1
A 22.77
BBB 55.34
BB 7.05
B 4.7
Below B 5.19
Other 0.76

See Also:

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