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HBLIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$14.48
Change
-$0.54 (-3.60%)
Net Assets
12.29B

HBLIX Hartford Balanced Income I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Philip Morris International (NYSE:PM), Pfizer (NYSE:PFE), ConocoPhillips (NYSE:COP), EOG Resources (NYSE:EOG), MetLife (NYSE:MET).

Industry description

The investment seeks to provide current income with growth of capital as a secondary objective. 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.

Market Cap

The average market capitalization across the Hartford Balanced Income I MF is 239.61B. The market cap for tickers in the group ranges from 53.28B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is MET at 53.28B.

Volume

The average weekly volume growth across all stocks in the Hartford Balanced Income I MF was 36%. For the same stocks of the MF, the average monthly volume growth was -35% and the average quarterly volume growth was 72%

Fundamental Analysis Ratings

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

Valuation Rating: 47
P/E Growth Rating: 67
Price Growth Rating: 54
SMR Rating: 43
Profit Risk Rating: 33
Seasonality Score: 48 (-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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HBLIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HBLIX has been closely correlated with HBLYX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if HBLIX jumps, then HBLYX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HBLIX
1D Price
Change %
HBLIX100%
N/A
HBLYX - HBLIX
100%
Closely correlated
N/A
HBLAX - HBLIX
100%
Closely correlated
N/A
HBLSX - HBLIX
100%
Closely correlated
N/A
HBLFX - HBLIX
100%
Closely correlated
N/A
HBLCX - HBLIX
99%
Closely correlated
N/A
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