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HBLRX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
12.53B

HBLRX Hartford Balanced Income R3 Forecast, Technical & Fundamental Analysis

Category Unknown
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), Pfizer (NYSE:PFE), ConocoPhillips (NYSE:COP), EOG Resources (NYSE:EOG).

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 R3 MF is 183.63B. The market cap for tickers in the group ranges from 73.16B to 421.18B. JPM holds the highest valuation in this group at 421.18B. The lowest valued company is EOG at 73.16B.

Volume

The average weekly volume growth across all stocks in the Hartford Balanced Income R3 MF was 29%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was -9%

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: 39
Price Growth Rating: 46
SMR Rating: 43
Profit Risk Rating: 39
Seasonality Score: -34 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

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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HBLRX and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HBLRX
1D Price
Change %
HBLRX100%
+0.15%
HBLSX - HBLRX
100%
Closely correlated
+0.15%
HBLIX - HBLRX
100%
Closely correlated
+0.15%
HBLVX - HBLRX
99%
Closely correlated
+0.15%
HBLTX - HBLRX
99%
Closely correlated
+0.07%
ITTIX - HBLRX
95%
Closely correlated
+0.11%
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