Merck & Co. Inc. / Alloc Moderate Russell 1000 Value Index5 Barclays U.S. / Hartford Funds Distributors LLC / Balanced Income Fund / Quality Hartford Balanced Income Fund / Dividend Growers Top 5 Fund Holdings / HARTFORD BALANCED INCOME FUND / S&P / Wellington Management / Hartford Funds Management Company LLC / Morningstar / Fargo & Co. JP Morgan Chase & Co. / G T O N M A N AG / Year Return Hartford Balanced Income Fund / Think Independently Hartford Funds / Wellington Management Company LLP / Historically Lower Relative Volatility Hartford Balanced Income Fund / NO BANK GUARANTEE / CFA / /
University of Rochester / University of Wisconsin MBA / University of Wisconsin Fixed-Income Sleeve Karen H. Grimes / University of California / /
IndustryTerm
less extensive and less frequent accounting / retail investors / /
MarketIndex
S&P 500 / Dow Jones Select Dividend / Barclays US Aggregate Bond / Russell 1000 Value / YTD / Russell 1000 / /
MusicAlbum
S&P / /
Organization
University of Wisconsin MBA / University of California / Davis / University of Wisconsin Fixed-Income Sleeve Karen H. Grimes / Columbia Business School / Georgia State University / University of California / Berkeley / University of Rochester / U.S. Securities and Exchange Commission / FDIC / Yale University / Cornell University / /
Person
W. Michael Reckmeyer / III / Ian R. Link / Lucius T. Hill / III / Scott I. St. John / Karen H. Grimes / / /
Position
investment manager / Sub-Adviser Wellington Management / investment adviser / Manager Professional Experience Since / Senior Managing Director Fixed-Income Portfolio Manager / Senior Managing Director Equity Portfolio Manager / /
Balanced Income Investor Guide