HARTFORD Fundamentals

HBAIX
 Fund
  

USD 11.57  0.01  0.09%   

HARTFORD MODERATE ALLOCATION fundamentals help investors to digest information that contributes to HARTFORD MODERATE's financial success or failures. It also enables traders to predict the movement of HARTFORD Mutual Fund. The fundamental analysis module provides a way to measure HARTFORD MODERATE's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to HARTFORD MODERATE mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

HARTFORD Three Year Return Analysis

HARTFORD MODERATE's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis

Current HARTFORD MODERATE Three Year Return

    
  4.34 %  
Most of HARTFORD MODERATE's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, HARTFORD MODERATE ALLOCATION is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Compare to competition

HARTFORD MODERATE Three Year Return Component Assessment

Based on the latest financial disclosure, HARTFORD MODERATE ALLOCATION has a Three Year Return of 4.34%. This is 37.91% lower than that of the Hartford Mutual Funds family and 49.06% lower than that of the Family category. The three year return for all United States funds is 20.56% lower than that of the firm.

HARTFORD MODERATE Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining HARTFORD MODERATE's current stock value. Our valuation model uses many indicators to compare HARTFORD MODERATE value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across HARTFORD MODERATE competition to find correlations between indicators driving HARTFORD MODERATE's intrinsic value. More Info.
HARTFORD MODERATE ALLOCATION is one of the top funds in price to book among similar funds. It is one of the top funds in one year return among similar funds reporting about  1.74  of One Year Return per Price to Book. . Comparative valuation analysis is a catch-all model that can be used if you cannot value HARTFORD MODERATE by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for HARTFORD MODERATE's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the HARTFORD MODERATE's earnings, one of the primary drivers of an investment's value.

HARTFORD Net Asset Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses HARTFORD MODERATE's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of HARTFORD MODERATE could also be used in its relative valuation, which is a method of valuing HARTFORD MODERATE by comparing valuation metrics of similar companies.
HARTFORD MODERATE is currently under evaluation in net asset among similar funds.

Fund Asset Allocation for HARTFORD MODERATE

The fund invests 56.17% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (9.74%) , cash (7.55%) and various exotic instruments.
   Value   
       Instrument Type  

HARTFORD Fundamentals

About HARTFORD MODERATE Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze HARTFORD MODERATE ALLOCATION's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of HARTFORD MODERATE using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of HARTFORD MODERATE ALLOCATION based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards HARTFORD MODERATE in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, HARTFORD MODERATE's short interest history, or implied volatility extrapolated from HARTFORD MODERATE options trading.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as HARTFORD MODERATE using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Please check HARTFORD MODERATE Piotroski F Score and HARTFORD MODERATE Altman Z Score analysis. You can also try Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

Complementary Tools for analysis

When running HARTFORD MODERATE price analysis, check to measure HARTFORD MODERATE's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HARTFORD MODERATE is operating at the current time. Most of HARTFORD MODERATE's value examination focuses on studying past and present price action to predict the probability of HARTFORD MODERATE's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move HARTFORD MODERATE's price. Additionally, you may evaluate how the addition of HARTFORD MODERATE to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between HARTFORD MODERATE's value and its price as these two are different measures arrived at by different means. Investors typically determine HARTFORD MODERATE value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HARTFORD MODERATE's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.