HAIBX Mutual Fund

HAIBX Mutual Fund (Hartford Balanced HLS Fund Class IB) is managed by Hartford Funds with $178.6M in net assets. HAIBX expense ratio is 0.91%, holding 474 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1998-04-01.

HAIBX performance shows a YTD return of 3.41%. The 1-year return is 9.06% and the 5-year return is 5.91%. HAIBX dividend yield stands at 11.43%, paid annually.

HAIBX 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 HAIBX holdings, HAIBX sectors, or HAIBX dividends.

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