HBLRX Mutual Fund

HBLRX Mutual Fund (The Hartford Balanced Income Fund Class R-3) is managed by Hartford Funds with $108.4M in net assets. HBLRX expense ratio is 1.28%, holding 1570 positions across sectors including Financials, Health Care, Utilities. Inception date: 2010-05-28.

HBLRX performance shows a YTD return of 4.19%. The 1-year return is 9.63% and the 5-year return is 3.88%. HBLRX dividend yield stands at 7.07%, paid quarterly.

HBLRX 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 HBLRX holdings, HBLRX sectors, or HBLRX dividends.

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