HBLIX Mutual Fund

HBLIX Mutual Fund (The Hartford Balanced Income Fund Class I) is managed by Hartford Funds with $3.03B in net assets. HBLIX expense ratio is 0.65%, holding 1570 positions across sectors including Financials, Health Care, Utilities. Inception date: 2010-02-26.

HBLIX performance shows a YTD return of 4.54%. The 1-year return is 10.29% and the 5-year return is 4.52%. HBLIX dividend yield stands at 7.72%, paid quarterly.

HBLIX 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 HBLIX holdings, HBLIX sectors, or HBLIX dividends.

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