Effective 12/31/17, this Fund is closed to certain qualified pension and retirement plans. For more information, please refer to the fund’s statutory prospectus.
Seeks long-term total return.
A balanced fund designed to shift stock and bond allocations opportunistically based on changing market environments.
The portfolio managers are supported by the full resources of Wellington.
(as of 5/31/2022)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 5/31/2022)
|Hartford Balanced HLS IA||-9.28||-2.29||11.11||8.94||9.59||8.95|
|Morningstar Allocation--50% to 70% Equity Category||-9.21||-4.81||8.15||6.68||7.62||---|
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
SI = Since Inception. Fund Inception: 03/31/1983
|% in Equities||67|
|% in Bonds||31|
|% in Cash and Cash Equivalents||2|
|Beta (3 year)||0.69|
|R Squared (3 year)||0.94|
|EPS Growth Rate||13.1%|
|Asset Weighted Market Cap (billions)||$343.7|
|Median Market Cap (billions)||$70.0|
|# of Equity Holdings||64|
|Return on Equity||28.5%|
|Effective Duration||6.84 yrs|
|# of Fixed-Income Issuers||191|
|Less than $2 billion||0|
|$2 billion - $5 billion||1|
|$5 billion - $10 billion||7|
|Greater than $10 billion||93|
Hartford HLS Funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA. Advisory services are provided by Hartford Funds Management Company, LLC (HFMC). The Funds are sub-advised by Wellington Management Company LLP. HFMC and Wellington Management are SEC registered investment advisers. Hartford Funds refers to HFD and HFMC, which are not affiliated with any sub-adviser.
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