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Hartford Balanced Income R3 (HBLRX)

14.39
-0.16
(-1.10%)
As of 8:09:17 AM EDT. Market Open.
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  • Previous Close 14.55
  • YTD Return 1.55%
  • Expense Ratio 1.28%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 11.68B
  • Beta (5Y Monthly) 0.88
  • Yield 2.99%
  • 5y Average Return --
  • Holdings Turnover 61.00%
  • Last Dividend 0.11
  • Inception Date Feb 26, 2010

The fund targets an allocation of approximately 45% equity securities and 55% fixed income investments, with the allocation generally varying by no more than +/-5%. The equity portion of the fund invests primarily in common stocks with a history of above-average dividends or expectations of increasing dividends. It may invest up to 20% of the fixed income portion of the portfolio in domestic non-investment grade debt.

Hartford Mutual Funds

Fund Family

Allocation--30% to 50% Equity

Fund Category

11.68B

Net Assets

2010-02-26

Inception Date

More about Hartford Balanced Income R3

Performance Overview: HBLRX

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Trailing returns as of 5/20/2025. Category is Allocation--30% to 50% Equity.

YTD Return

HBLRX
1.55%
Category
5.91%
 

1-Year Return

HBLRX
8.08%
Category
18.59%
 

3-Year Return

HBLRX
4.36%
Category
8.56%
 

5-Year Return

HBLRX
5.42%
Category
7.44%
 

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Holdings: HBLRX

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Sector Weightings

SectorHBLRX
Financial Services   18.87%
Healthcare   16.53%
Industrials   12.56%
Consumer Defensive   9.07%
Utilities   9.00%
Energy   8.98%
Technology   8.80%
Real Estate   6.37%
Consumer Cyclical   4.45%
Basic Materials   4.07%
Communication Services   1.31%
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Recent News: HBLRX

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Research Reports: HBLRX

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