Hartfd:Bal Income;Y (HBLYX.O)

At A Glance

You hold HBLYX.O in 0 portfolios

Net Asset Value

13.54USD

 0.02 +0.15%

04/23/2014

Category
US Diversified Equity
YTD Return (Cumulative)
 3.50%
Classification
Mix Tgt All Mod
5 Year Return (Annualized)
 16.37%
Manager Benchmark
Lipper M-A Tgt All Md IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since July, 2006 »

 HBLYX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund Family
Inception Date07/31/2006
Portfolio Turnover32%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Hartford Mutual Funds
P.O. Box 64387
St. Paul, MN 55164-0387

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.62%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$250,000
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to provide current income with growth of capital as a secondary objective. Under normal circumstances, the Fund will target an allocation of approximately 45% equity securities and 55% fixed income investments, with the allocation generally varying by no more than 5%.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
443
Consistent Return
 
441
Capital Preservation
 
3429
Low Expense
 
168
Tax Efficiency (U.S. only)
 
443

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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