HARTFORD One Year Return

HBAIX
 Fund
  

USD 11.43  0.14  1.21%   

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 One Year Return Analysis

HARTFORD MODERATE's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current HARTFORD MODERATE One Year Return

    
  3.62 %  
Most of HARTFORD MODERATE's fundamental indicators, such as One 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 One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition

HARTFORD MODERATE One Year Return Component Assessment

Based on the recorded statements, HARTFORD MODERATE ALLOCATION has an One Year Return of 3.62%. This is 29.16% lower than that of the Hartford Mutual Funds family and 69.01% lower than that of the Family category. The one year return for all United States funds is 12.77% higher than that of the company.

HARTFORD One Year Return 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 One Year Return 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 one year return 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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in HARTFORD MODERATE without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Analyst Recommendations

Analyst recommendations and target price estimates broken down by several categories
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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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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.