The Hartford Balanced Fund Manager Performance Evaluation
| HBLFX Fund | USD 15.16 0.02 0.13% |
The fund retains a Market Volatility (i.e., Beta) of 0.32, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Hartford Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hartford Balanced is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in The Hartford Balanced are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Hartford Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5500 |
Hartford |
Hartford Balanced Relative Risk vs. Return Landscape
If you would invest 1,509 in The Hartford Balanced on September 13, 2024 and sell it today you would earn a total of 7.00 from holding The Hartford Balanced or generate 0.46% return on investment over 90 days. The Hartford Balanced is currently producing 0.0078% returns and takes up 0.3143% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Hartford, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hartford Balanced Current Valuation
Fairly Valued
Today
Please note that Hartford Balanced's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Hartford Balanced retains a regular Real Value of $15.16 per share. The prevalent price of the fund is $15.16. We determine the value of Hartford Balanced from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Hartford Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hartford Mutual Fund. However, Hartford Balanced's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 15.16 | Real 15.16 | Hype 15.16 | Naive 15.06 |
The intrinsic value of Hartford Balanced's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Hartford Balanced's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of The Hartford Balanced helps investors to forecast how Hartford mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Hartford Balanced more accurately as focusing exclusively on Hartford Balanced's fundamentals will not take into account other important factors: Hartford Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hartford Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Hartford Balanced, and traders can use it to determine the average amount a Hartford Balanced's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0249
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HBLFX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Hartford Balanced is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Hartford Balanced by adding it to a well-diversified portfolio.
Hartford Balanced Fundamentals Growth
Hartford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hartford Balanced, and Hartford Balanced fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Hartford Mutual Fund performance.
| Total Asset | 14.58 B | ||||
About Hartford Balanced Performance
Evaluating Hartford Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hartford Balanced has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Hartford Balanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund targets an allocation of approximately 45 percent equity securities and 55 percent 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 percent of the fixed income portion of the portfolio in domestic non-investment grade debt.Things to note about Hartford Balanced performance evaluation
Checking the ongoing alerts about Hartford Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 12.39% of its assets under management (AUM) in fixed income securities |
- Analyzing Hartford Balanced's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Hartford Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Hartford Balanced's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Hartford Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hartford Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hartford Balanced's mutual fund. These opinions can provide insight into Hartford Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hartford Mutual Fund
Hartford Balanced financial ratios help investors to determine whether Hartford Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hartford with respect to the benefits of owning Hartford Balanced security.
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