Hartford Moderate Allocation Fund Manager Performance Evaluation
| HBARX Fund | USD 13.35 0.05 0.38% |
The fund retains a Market Volatility (i.e., Beta) of 0.37, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Hartford Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hartford Moderate is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Hartford Moderate Allocation are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Hartford Moderate may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...moreHartford |
Hartford Moderate Relative Risk vs. Return Landscape
If you would invest 1,205 in Hartford Moderate Allocation on October 29, 2025 and sell it today you would earn a total of 130.00 from holding Hartford Moderate Allocation or generate 10.79% return on investment over 90 days. Hartford Moderate Allocation is currently producing 0.1763% returns and takes up 1.0666% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Hartford, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hartford Moderate Current Valuation
Undervalued
Today
Please note that Hartford Moderate's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Hartford Moderate regular Real Value cannot be determined due to lack of data. The prevalent price of Hartford Moderate is $13.35. We determine the value of Hartford Moderate 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 Moderate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hartford Mutual Fund. However, Hartford Moderate'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 13.35 | Real 0.0 | Hype 0.0 | Naive 13.26 |
The intrinsic value of Hartford Moderate'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 Moderate'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 Hartford Moderate Allocation 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 Moderate more accurately as focusing exclusively on Hartford Moderate's fundamentals will not take into account other important factors: Hartford Moderate Target Price Odds to finish over Current Price
The tendency of Hartford Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 13.35 | 90 days | 13.35 | about 8.77 |
Based on a normal probability distribution, the odds of Hartford Moderate to move above the current price in 90 days from now is about 8.77 (This Hartford Moderate Allocation probability density function shows the probability of Hartford Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Hartford Moderate has a beta of 0.37. This usually indicates as returns on the market go up, Hartford Moderate average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Hartford Moderate Allocation will be expected to be much smaller as well. Additionally Hartford Moderate Allocation has an alpha of 0.1333, implying that it can generate a 0.13 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Hartford Moderate Price Density |
| Price |
Predictive Modules for Hartford Moderate
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Hartford Moderate. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Hartford Moderate Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Hartford Moderate is not an exception. The market had few large corrections towards the Hartford Moderate's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Hartford Moderate Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Hartford Moderate within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.37 | |
σ | Overall volatility | 0.62 | |
Ir | Information ratio | 0.08 |
Hartford Moderate Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Hartford Moderate for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Hartford Moderate can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains about 7.55% of its assets under management (AUM) in cash |
Hartford Moderate Fundamentals Growth
Hartford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hartford Moderate, and Hartford Moderate 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.
| Price To Earning | 18.79 X | |||
| Price To Book | 2.19 X | |||
| Price To Sales | 1.46 X | |||
| Total Asset | 309.47 M | |||
About Hartford Moderate Performance
Evaluating Hartford Moderate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hartford Moderate 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 Moderate 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 seeks to meet its investment objective through investment in a combination of other mutual funds and ETFs advised by Hartford Funds Management Company, LLC or a wholly owned subsidiary of the Investment Manager . Hartford Moderate is traded on NASDAQ Exchange in the United States.Things to note about Hartford Moderate performance evaluation
Checking the ongoing alerts about Hartford Moderate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford Moderate 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 7.55% of its assets under management (AUM) in cash |
- Analyzing Hartford Moderate'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 Moderate's stock is overvalued or undervalued compared to its peers.
- Examining Hartford Moderate'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 Moderate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hartford Moderate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hartford Moderate's mutual fund. These opinions can provide insight into Hartford Moderate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hartford Mutual Fund
Hartford Moderate 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 Moderate security.
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