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HBLTX Hartford Balanced Income R5 Forecast, Technical & Fundamental Analysis

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

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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 R5 MF is 297.47B. The market cap for tickers in the group ranges from 55.07B to 871.43B. JPM holds the highest valuation in this group at 871.43B. The lowest valued company is MET at 55.07B.

Volume

The average weekly volume growth across all stocks in the Hartford Balanced Income R5 MF was 15%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was -61%

Fundamental Analysis Ratings

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

Valuation Rating: 29
P/E Growth Rating: 32
Price Growth Rating: 42
SMR Rating: 47
Profit Risk Rating: 37
Seasonality Score: -8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
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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HBLTX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HBLTX
1D Price
Change %
HBLTX100%
-0.86%
HBLAX - HBLTX
100%
Closely correlated
-0.86%
HBLVX - HBLTX
100%
Closely correlated
-0.85%
HBLSX - HBLTX
100%
Closely correlated
-0.86%
HBLYX - HBLTX
100%
Closely correlated
-0.85%
HBLIX - HBLTX
100%
Closely correlated
-0.86%
More
Hartford Balanced Income R5 (HBLTX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com