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HAFAX Hartford AARP Balanced Retirement A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), VISA (NYSE:V).

Industry description

The investment seeks long-term total return while seeking to mitigate downside risk. The fund seeks to achieve its investment objective by investing in a broad range of equity and equity-related securities, debt securities, structured products, derivatives, money market instruments, and other investments. Under normal circumstances, it targets an allocation between 30%-50% of the fund's net assets in equity and equity-related securities and 50%-70% of the fund's net assets in fixed income securities and cash instruments.

Market Cap

The average market capitalization across the Hartford AARP Balanced Retirement A MF is 401.64B. The market cap for tickers in the group ranges from 134.94B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is SYK at 134.94B.

Volume

The average weekly volume growth across all stocks in the Hartford AARP Balanced Retirement A MF was 5%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

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

Valuation Rating: 30
P/E Growth Rating: 55
Price Growth Rating: 49
SMR Rating: 51
Profit Risk Rating: 33
Seasonality Score: -15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
HARTFORD MUTUAL FUNDS INC/CTItt Hartford Group NC P O Box 2999Hartford
Phone
8008626668
Web
www.hartfordfunds.com
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HAFAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HAFAX has been closely correlated with BKMIX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if HAFAX jumps, then BKMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HAFAX
1D Price
Change %
HAFAX100%
+0.11%
BKMIX - HAFAX
88%
Closely correlated
N/A
HBLIX - HAFAX
88%
Closely correlated
+0.21%
HBLFX - HAFAX
88%
Closely correlated
+0.14%
HBLTX - HAFAX
88%
Closely correlated
+0.14%
HBLAX - HAFAX
87%
Closely correlated
+0.14%
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