HADAX Mutual Fund

HADAX Mutual Fund (Hartford Balanced HLS Fund Class IA) is managed by Hartford Funds with $1.41B in net assets. HADAX expense ratio is 0.66%, holding 474 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1983-03-31.

HADAX performance shows a YTD return of 3.58%. The 1-year return is 9.38% and the 5-year return is 6.18%. HADAX dividend yield stands at 12.26%, paid annually.

HADAX top holdings include Nvidia Corp. (5.7%), Microsoft Corp (4.0%), Alphabet Inc. C (4.0%), Broadcom Inc (2.5%), Eli Lilly & Co. (1.6%). Go to all HADAX holdings, HADAX sectors, or HADAX dividends.

HADAX can be compared against other funds. Use HADAX overlap to find shared positions, or HADAX vs another fund for a side-by-side view. HADAX alternatives are available via the screener, along with tax-loss harvesting opportunities.