HAIBX Mutual Fund

HAIBX Mutual Fund (Hartford Balanced HLS Fund Class IB) is managed by Hartford Funds with $171.8M in net assets. HAIBX expense ratio is 0.91%, holding 476 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1998-04-01.

HAIBX performance shows a YTD return of 4.89%. The 1-year return is 9.57% and the 5-year return is 7.85%. HAIBX dividend yield stands at 11.78%, paid annually.

HAIBX top holdings include Nvidia Corp (5.5%), Alphabet Inc. C (4.4%), Microsoft Corp (4.3%), Apple, Inc (4.3%), Amazon.Com Inc (3.4%). 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.