Hartford Multi Asset Income Fund Quote
Hartford Multi-asset is trading at 9.35 as of the 31st of January 2025; that is No Change since the beginning of the trading day. The fund's open price was 9.35. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
Hartford Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Hartford Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Hartford Multi Asset Income [HAFAX] is traded in USA and was established 31st of January 2025. Hartford Multi-asset is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Hartford Mutual Funds family. This fund currently has accumulated 73.2 M in assets under management (AUM) with no minimum investment requirementsHartford Multi Asset is currently producing year-to-date (YTD) return of 5.4% with the current yeild of 0.02%, while the total return for the last 3 years was 0.94%.
Check Hartford Multi-asset Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hartford Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hartford Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hartford Multi Asset Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hartford Multi Asset Income Mutual Fund Constituents
| BHP | BHP Group Limited | Stock | Materials | |
| HWDFX | The Hartford World | Mutual Fund | World Bond | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology | |
| NEM | Newmont Goldcorp Corp | Stock | Materials | |
| RIO | Rio Tinto ADR | Stock | Materials | |
| ROAM | Hartford Multifactor Emerging | Etf | Diversified Emerging Mkts |
Hartford Multi Asset Risk Profiles
| Mean Deviation | 0.0064 | |||
| Standard Deviation | 0.0263 | |||
| Variance | 7.0E-4 | |||
| Risk Adjusted Performance | (0.41) |
Hartford Multi-asset Against Markets
Hartford Multi-asset Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Hartford Multi-asset mutual fund to make a market-neutral strategy. Peer analysis of Hartford Multi-asset could also be used in its relative valuation, which is a method of valuing Hartford Multi-asset by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Other Information on Investing in Hartford Mutual Fund
Hartford Multi-asset 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 Multi-asset security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |