HBLCX Mutual Fund

HBLCX Mutual Fund (The Hartford Balanced Income Fund Class C) is managed by Hartford Funds with $684.1M in net assets. HBLCX expense ratio is 1.64%, holding 1570 positions across sectors including Financials, Health Care, Utilities. Inception date: 2006-07-31.

HBLCX performance shows a YTD return of 3.95%. The 1-year return is 9.15% and the 5-year return is 3.49%. HBLCX dividend yield stands at 6.87%, paid quarterly.

HBLCX 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 HBLCX holdings, HBLCX sectors, or HBLCX dividends.

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