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HBLTX Hartford Balanced Income R5

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Fund HBLTX Hartford Balanced Income R5
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Annual Fees
(0.69% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.51% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 11.46%
3 YR 6.28%
5 YR 8.77%
10 YR 6.99%
The investment seeks to provide current income with growth of capital as a secondary objective. 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%. The equity portion of the fund will invest primarily in common stocks with a history of above-average dividends or expectations of increasing dividends, which may include a broad range of market capitalizations generally above $2 billion. It may invest up to 20% of the fixed income portion of the portfolio in domestic non-investment grade debt.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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