Tuesday, February 9, 2010, 11:16pm EST - Canadian Markets are closed.
To create a watchlist or portfolio of shares, Sign-in or Register

Hartford Balanced Income Y (HBLYX)

On Feb 9: 9.64 USD  Up 0.05 (0.52%)  
MORE ON HBLYX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst

Profile  As of 31-Jan-10 Get Profile for:
Hartford Balanced Income Y
Hartford Mutual Funds Inc Itt Hartford Group NC P O Box 2999 Hartford CT 06115
Phone: 888-843-7824
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW
Category: Conservative Allocation
Fund Family: Hartford Mutual Funds
Net Assets: 110.00K
Year-to-Date Return: -0.51%
Yield: 3.82%
Morningstar Rating: 3 stars
Fund Inception Date: 31-Jul-06
MORNINGSTAR STYLE BOX
Conservative Allocation
[View Category Definition]
View Top Conservative Allocation Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
Lucius T. Hill, III
Lead Manager since 31-Jul-06
Hill, III, senior vice president and fixed income portfolio manager of Wellington Management, joined Wellington Management as an investment professional in 1993.
INVESTMENT INFORMATION
Min Initial Investment: $1,000,000
Min Initial Investment, IRA: NaN
Min Initial Investment, AIP: NaN
Min Subsequent Investment: $0
Min Subsequent Investment, IRA: N/A
Min Subsequent Investment, AIP: N/A
HBLYX can be purchased from 5 brokerages.
FUND SUMMARY
The investment seeks current income with growth of capital as a secondary objective. The fund normally targets 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.
FUND OPERATIONS
Last Dividend (22-Dec-09): 0.10
Last Cap Gain (14-Nov-07): 0.04
Annual Holdings Turnover 63.00%
Average for Category: 74.77%
FEES & EXPENSES
Expense HBLYX Category
Avg
Total Expense Ratio: 0.40% 0.86%
Max 12b1 Fee: % N/A
Max Front End Sales Load: % 4.91%
Max Deferred Sales Load: % 2.61%
3 Yr Expense Projection*: $224 $641
5 Yr Expense Projection*: $390 $984
10 Yr Expense Projection*: $871 $1,941
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Email to a Friend Email to a Friend
Get Profile for Another Symbol:
Symbol Lookup
Latest News Canadian Indices