Hartford Moderate Allocation Fund Manager Performance Evaluation
| HBAIX Fund | USD 13.48 0.07 0.52% |
The fund retains a Market Volatility (i.e., Beta) of 0.0513, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hartford Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hartford Moderate is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Hartford Moderate Allocation are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Hartford Moderate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.7600 |
Hartford |
Hartford Moderate Relative Risk vs. Return Landscape
If you would invest 1,296 in Hartford Moderate Allocation on September 3, 2024 and sell it today you would earn a total of 52.00 from holding Hartford Moderate Allocation or generate 4.01% return on investment over 90 days. Hartford Moderate Allocation is currently producing 0.0624% returns and takes up 0.4335% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Hartford, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hartford Moderate Current Valuation
Fairly Valued
Today
Please note that Hartford Moderate's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Hartford Moderate retains a regular Real Value of $13.4 per share. The prevalent price of the fund is $13.48. We determine the value of Hartford Moderate from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Hartford Moderate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hartford Mutual Fund. However, Hartford Moderate's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.48 | Real 13.4 | Hype 13.48 | Naive 13.52 |
The intrinsic value of Hartford Moderate's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Hartford Moderate's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Hartford Moderate Allocation helps investors to forecast how Hartford mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Hartford Moderate more accurately as focusing exclusively on Hartford Moderate's fundamentals will not take into account other important factors: Hartford Moderate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hartford Moderate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hartford Moderate Allocation, and traders can use it to determine the average amount a Hartford Moderate's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.144
| Best Portfolio | Best Equity | |||
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| Cash | HBAIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Hartford Moderate is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Hartford Moderate by adding it to a well-diversified portfolio.
Hartford Moderate Fundamentals Growth
Hartford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hartford Moderate, and Hartford Moderate fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Hartford Mutual Fund performance.
| Price To Earning | 18.77 X | |||
| Price To Book | 2.08 X | |||
| Price To Sales | 1.50 X | |||
| Total Asset | 7.89 M | |||
About Hartford Moderate Performance
Evaluating Hartford Moderate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hartford Moderate has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Hartford Moderate has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Hartford Moderate performance evaluation
Checking the ongoing alerts about Hartford Moderate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford Moderate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 7.55% of its assets under management (AUM) in cash |
- Analyzing Hartford Moderate's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Hartford Moderate's stock is overvalued or undervalued compared to its peers.
- Examining Hartford Moderate's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Hartford Moderate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hartford Moderate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hartford Moderate's mutual fund. These opinions can provide insight into Hartford Moderate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hartford Mutual Fund
Hartford Moderate financial ratios help investors to determine whether Hartford Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hartford with respect to the benefits of owning Hartford Moderate security.
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