The Hartford Balanced Fund Manager Performance Evaluation
| ITTIX Fund | USD 20.49 0.07 0.34% |
The fund retains a Market Volatility (i.e., Beta) of 0.31, 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
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in The Hartford Balanced are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward 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 Date | 28th of February 2025 | |
| Expense Ratio | 0.7500 |
Hartford |
Hartford Balanced Relative Risk vs. Return Landscape
If you would invest 1,950 in The Hartford Balanced on November 16, 2025 and sell it today you would earn a total of 99.00 from holding The Hartford Balanced or generate 5.08% return on investment over 90 days. The Hartford Balanced is currently producing 0.0816% returns and takes up 0.2916% 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 $20.35 per share. The prevalent price of the fund is $20.49. 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 20.49 | Real 20.35 | Hype 20.49 |
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 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 |
| 20.49 | 90 days | 20.49 | roughly 2.89 |
Based on a normal probability distribution, the odds of Hartford Balanced to move above the current price in 90 days from now is roughly 2.89 (This The Hartford Balanced probability density function shows the probability of Hartford Mutual Fund to fall within a particular range of prices over 90 days) .
Hartford Balanced Price Density |
| Price |
Predictive Modules for Hartford Balanced
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 Balanced. 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 Balanced Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Hartford Balanced is not an exception. The market had few large corrections towards the Hartford Balanced'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 The Hartford Balanced, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Hartford Balanced within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 0.31 | |
σ | Overall volatility | 0.29 | |
Ir | Information ratio | -0.02 |
Hartford Balanced 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 Balanced for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Hartford Balanced 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 5.57% of its assets under management (AUM) in cash |
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 | 47.91 M | ||||
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 seeks to achieve its investment objective by investing across a broad range of asset classes. Under normal circumstances, Wellington Management Company LLP , the funds sub-adviser, targets an allocation between 30 percent and 50 percent of the funds net assets in equity securities and 50 percent to 70 percent of the funds net assets in fixed income securities and cash instruments.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 5.57% of its assets under management (AUM) in cash |
- 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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