HBLAX Mutual Fund

HBLAX Mutual Fund (The Hartford Balanced Income Fund Class A) is managed by Hartford Funds with $4.57B in net assets. HBLAX expense ratio is 0.89%, holding 1570 positions across sectors including Financials, Health Care, Utilities. Inception date: 2006-07-31.

HBLAX performance shows a YTD return of 4.35%. The 1-year return is 9.97% and the 5-year return is 4.26%. HBLAX dividend yield stands at 7.50%, paid quarterly.

HBLAX top holdings include Merck & Co. Inc. (1.2%), State Street Navigator Securities Lending Government Money Market Portfolio (1.1%), Broadcom Inc (1.1%), Diamondback Energy Inc. (0.9%), Elevance Health Inc (0.9%). Go to all HBLAX holdings, HBLAX sectors, or HBLAX dividends.

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