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Benchmark SP 500  1,652   12.77  Index Moved Up 0.78% United States ...


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Collecting data for IHABX

Hartford quote and profile

 
 Companies |  Insiders  | Dashboard  
     
17.87
  
FUND
0.08  Macroaxis: 0.45 Up   0.45%  
Last 1 Month(s)
17.5618.04
 

Diversification Suggestion

Use Hartford to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze Hartford Balanced B Trend or Check current 30 days Hartford correlation with market (S&P 500)
1 Month Beta 0.72  
Highest Price:  
Lowest Price:  
18.04  
17.56  
May 21 2013 
June 12 2013 
As returns on market increase, Hartford returns are expected to increase less than the market. However during bear market, the loss on holding Hartford will be expected to be smaller as well.
Hartford Balanced B Small BetaHartford Balanced B Beta Legend
IHABX United States NASDAQ
Hartford Balanced B
Hartford Mutual Funds
Moderate Allocation
Benchmark S&P 500
Contact Number: 888. 843. 7824
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset592.57 M
Last Dividend Paid0.03
 United States Russel   1.23 % Macroaxis: change 1.23 Moved Up  
 
 United States SP 500   0.78 % Macroaxis: 0.78 Moved Up  
 
 United States NYSE   0.66 % Macroaxis: 0.66 Moved Up  
 
 thisGreen IHABX IHABX agains markets  0.45 % Macroaxis: 0.45 Moved Up  
 
Compare to Competition Alpha & Beta   Get Advice
    
John Keogh  Money Manager
Fund Manager since December 31, 2003
Keogh is a senior vice president and partner of Wellington Management Company, his employer since 1983. He is responsible for all activities related to investing in moneymarket securities, including selection strategy an...
    

Hartford Price and Market Media

The median price of Hartford for the period between Mon, May 20, 2013 and Wed, Jun 19, 2013 is 17.82 with a coefficient of variation of 0.72. The daily time series for the period is distributed with a sample standard deviation of 0.13, arithmetic mean of 17.82, and mean deviation of 0.1. The Fund did not receive any noticable media coverage during the period.
Hartford         SP 500
Price Growth (%)
 
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Hartford Summary

Hartford Balanced B [IHABX] is traded in USA and was established in July 21, 1996. The fund is listed under Moderate Allocation category and is part of Hartford Mutual Funds family. This fund currently has accumulated 592.57 M in assets under management (AUM) with minimum initial investment of 1 K. Hartford Balanced B is currently producing year-to-date (YTD) return of 3.98% with the current yeild of 0.43%, while the total return for the last 3 years was 15.77%.

Fund Instrument Allocation for Hartford

The fund invests 66.95% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (29.48%), cash(0.88%) and various exotic instruments.
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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Hartford Research Report

Hartford vs. American

Correlation analysis and fundamentals comparison between Hartford Balanced B and American Funds Fund of

Hartford Asset Under Management

Hartford Balanced B is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Moderate Allocation category is currently estimated at about 779.99 Billion. Hartford adds roughly 592.57 Million in net asset claiming only tiny portion of funds under Moderate Allocation category.

Hartford Fundamentals

Bond Positions Weight vs Year to Date Return
Cash Position Weight vs Equity Positions Weight
Bond Positions Weight vs Last Dividend Paid
Net Asset vs Equity Positions Weight

Hartford vs Competition

Hartford vs. American Funds Inc Fund of Amer F2
Hartford vs. American Funds Inc Fund of Amer R4
Hartford vs. American Funds Inc Fund of Amer R6
Hartford vs. American Funds Inc Fund of Amer R1
Hartford vs. American Funds Inc Fund of Amer R3
Hartford vs. American Funds Inc Fund of Amer 529A
Hartford vs. American Funds Inc Fund of Amer 529B
Hartford vs. American Funds Inc Fund of Amer C
Hartford vs. American Funds Inc Fund of Amer 529F1
Hartford vs. American Funds Inc Fund of Amer B

Hartford June 19 2013 Opportunity Range

Downside Deviation0.6869
Information Ratio0.0132
Maximum Drawdown1.53
Value At Risk(1.01)
Potential Upside0.7349

 
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