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HADAX Hartford Balanced HLS IA Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Salesforce (NYSE:CRM), Accenture PLC (NYSE:ACN), Cisco Systems (NASDAQ:CSCO).

Industry description

The investment seeks long-term total return. The fund's sub-adviser, targets an allocation between 50% and 70% of the fund's net assets in equity securities and 30% to 50% of fund's net assets in debt securities and cash instruments. It will not normally hold more than 10% in cash or cash equivalents. The fund may invest in stocks with a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Market Cap

The average market capitalization across the Hartford Balanced HLS IA MF is 898.52B. The market cap for tickers in the group ranges from 202.5B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CSCO at 202.5B.

Volume

The average weekly volume growth across all stocks in the Hartford Balanced HLS IA MF was 11%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was -32%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 64
P/E Growth Rating: 53
Price Growth Rating: 30
SMR Rating: 39
Profit Risk Rating: 16
Seasonality Score: 23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Hartford Series Fund IncP O Box 2999Hartford
Phone
860-297-6443
Web
www.hartfordfunds.com
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HADAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HADAX has been closely correlated with CLBFX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if HADAX jumps, then CLBFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HADAX
1D Price
Change %
HADAX100%
+0.29%
CLBFX - HADAX
89%
Closely correlated
-0.14%
CLBAX - HADAX
89%
Closely correlated
-0.16%
CLBCX - HADAX
89%
Closely correlated
-0.14%
RLBAX - HADAX
88%
Closely correlated
-0.14%
RLBBX - HADAX
77%
Closely correlated
-0.14%
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