Hartford Balanced Income B
P O Box 2999 Hartford CT 06104-2999
Map
Phone: 888-843-7824
| Category: | Conservative Allocation | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 2.53M | | Year-to-Date Return: | -6.77% | | Yield: | 3.12% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Jul-06 |
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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. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| 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. |
| Last Dividend
(25-Jun-08):
| 0.09 | | Last Cap Gain
(14-Nov-07):
| 0.04 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 59.69% |
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| Expense | HBLBX | Category
Avg | | Total Expense Ratio: | 2.00%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.96% | | Max Deferred Sales Load: | 5.00%
| 2.79% | | 3 Yr Expense Projection*: |
$927 | $706 | | 5 Yr Expense Projection*: |
$1,278 | $1,090 | | 10 Yr Expense Projection*: |
$2,134 | $2,110 |
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1.49% Nasdaq 
0.27%
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