The Hartford Balanced Fund Quote
| ITTSX Fund | USD 20.55 0.06 0.29% |
PerformanceGood
| Odds Of DistressLow
|
Hartford Balanced is trading at 20.55 as of the 4th of December 2025; that is 0.29% up since the beginning of the trading day. The fund's open price was 20.49. Hartford Balanced has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 5th of September 2025 and ending today, the 4th of December 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing across a broad range of asset classes. Under normal circumstances, Wellington Management Company LLP , the funds sub-adviser, targets an allocation between 30 percent and 50 percent of the funds net assets in equity securities and 50 percent to 70 percent of the funds net assets in fixed income securities and cash instruments.. More on The Hartford Balanced
Moving together with Hartford Mutual Fund
| 0.77 | HGOFX | Hartford Growth | PairCorr |
| 0.77 | HGOIX | Hartford Growth | PairCorr |
| 0.77 | HGOSX | Hartford Growth | PairCorr |
| 0.77 | HGOVX | Hartford Growth | PairCorr |
| 0.68 | HGOAX | Hartford Growth | PairCorr |
| 0.67 | HGOCX | Hartford Growth | PairCorr |
Moving against Hartford Mutual Fund
Hartford Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Value Funds, Allocation--30% to 50% Equity, Hartford Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 28th of February 2020 |
| Fiscal Year End | October |
The Hartford Balanced [ITTSX] is traded in USA and was established 4th of December 2025. Hartford Balanced is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Hartford Mutual Funds family. This fund currently has accumulated 912.09 M in assets under management (AUM) with no minimum investment requirementsHartford Balanced is currently producing year-to-date (YTD) return of 6.03% with the current yeild of 0.06%, while the total return for the last 3 years was 7.78%.
Check Hartford Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hartford Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hartford Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Hartford Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Hartford Balanced Mutual Fund Constituents
| WFC | Wells Fargo | Stock | Financials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| NEE | Nextera Energy | Stock | Utilities | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMT | American Tower Corp | Stock | Real Estate | |
| XOM | Exxon Mobil Corp | Stock | Energy |
Hartford Balanced Risk Profiles
| Mean Deviation | 0.2211 | |||
| Semi Deviation | 0.1462 | |||
| Standard Deviation | 0.2917 | |||
| Variance | 0.0851 |
Hartford Balanced Against Markets
Other Information on Investing in Hartford Mutual Fund
Hartford Balanced 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 Balanced security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |