Hartford Mutual Fund Buy Hold or Sell Recommendation

HBAAX
 Fund
  

USD 11.06  0.11  0.98%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Hartford Moderate Allocation is 'Cautious Hold'. Macroaxis provides Hartford Moderate buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HBAAX positions. The advice algorithm takes into account all of Hartford Moderate's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Hartford Moderate's buy-and-hold perspective. Please check Hartford Moderate Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Hartford and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Hartford Moderate Allocation.

Execute Hartford Moderate Buy or Sell Advice

The Hartford recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Hartford Moderate Allocation. Macroaxis does not own or have any residual interests in Hartford Moderate Allocation or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Hartford Moderate's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Hartford ModerateBuy Hartford Moderate
Cautious Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Hartford Moderate Allocation has a Mean Deviation of 0.7806, Standard Deviation of 1.0 and Variance of 1.0
Our advice tool can cross-verify current analyst consensus on Hartford Moderate and to analyze the fund potential to grow in the current economic cycle. Use Hartford Moderate price to book, three year return, as well as the relationship between the Three Year Return and equity positions weight to ensure your buy or sell decision on Hartford Moderate is adequate.

Hartford Moderate Trading Alerts and Improvement Suggestions

Hartford Moderate generated a negative expected return over the last 90 days
Hartford Moderate is unlikely to experience financial distress in the next 2 years
The fund retains about 6.28% of its assets under management (AUM) in cash

Hartford Moderate Returns Distribution Density

The distribution of Hartford Moderate's historical returns is an attempt to chart the future uncertainty of Hartford Moderate's future price movements. The chart of the probability distribution of Hartford Moderate stock daily returns describes the distribution of returns around its average expected value. We use Hartford Moderate Allocation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Hartford Moderate returns is essential to provide solid investment advice for Hartford Moderate stock.
Mean Return-0.17Value At Risk-1.91
Potential Upside1.20Standard Deviation1.00
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Hartford Moderate historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Hartford Moderate Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Hartford Moderate or Hartford Mutual Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Hartford Moderate stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Hartford stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.18
β
Beta against DOW0.0156
σ
Overall volatility
1.02
Ir
Information ratio -0.0079

Hartford Moderate Volatility Alert

Hartford Moderate Allocation exhibits very low volatility with skewness of -0.45 and kurtosis of -0.05. However, we advise investors to further study Hartford Moderate Allocation technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Hartford Moderate's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Hartford Moderate's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Hartford Moderate Implied Volatility

Hartford Moderate's implied volatility exposes the market's sentiment of Hartford Moderate Allocation stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Hartford Moderate's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Hartford Moderate stock will not fluctuate a lot when Hartford Moderate's options are near their expiration.

Hartford Moderate Fundamentals Vs Peers

Comparing Hartford Moderate's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Hartford Moderate's direct or indirect competition across all of the common fundamentals between Hartford Moderate and the related equities. This way, we can detect undervalued stocks with similar characteristics as Hartford Moderate or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Hartford Moderate's fundamental indicators could also be used in its relative valuation, which is a method of valuing Hartford Moderate by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Hartford Moderate to competition
FundamentalsHartford ModeratePeer Average
Price to Earning18.72 X6.53 X
Price to Book2.15 X0.74 X
Price to Sales1.38 X0.61 X
One Year Return3.25 %4.15 %
Three Year Return4.03 %3.60 %
Five Year Return3.25 %3.24 %
Ten Year Return5.37 %1.79 %
Net Asset422.95 M4.11 B
Cash Position Weight6.28 %10.61 %
Equity Positions Weight57.62 %63.90 %
Bond Positions Weight9.53 %11.24 %

About Hartford Moderate Buy or Sell Advice

When is the right time to buy or sell Hartford Moderate Allocation? Buying financial instruments such as Hartford Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Hartford Moderate investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Hartford Moderate in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Machinery
Machinery Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Machinery theme has 61 constituents.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Machinery Theme or any other thematic opportunities.
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Please check Hartford Moderate Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Hartford Moderate information on this page should be used as a complementary analysis to other Hartford Moderate's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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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.