HBLRX Mutual Fund

NAV$15.22

AUM$110M

TER1.28%

Holdings1,552

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HBLRX Mutual Fund

NAV$15.22

The Hartford Balanced Income Fund Class R-3

AUM$110M

TER1.28%

Holdings1,552

See how much of HBLRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing the top 10 of 1,552 holdings · as of Jan 31, 2026

Top 10 weight

8.76%

HBLRX top 10 holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Share chg	Sector	Industry
1	MRK	Merck & Company IncHealth Care · Pharmaceuticals	1.14%	1.1%	1,206,523	$133.04M	-327.2K	Health Care	Pharmaceuticals
2	—	Bank of America Corp.:Financials · Banks	1.04%	2.2%	2,265,728	$120.54M	-	Financials	Banks
Share changes, sector and industry · Pro
3	JNJ	Johnson & Johnson -	0.96%	3.1%	488,870	$111.10M
4	—	Unilever PLC	0.87%	4.0%	1,473,907	$100.76M
5	—	T-Mobile Usa Inc Esrw Usd Npv Ref Sm#585558	0.86%	4.9%	509,555	$100.49M
6	MS	Morgan Stanley	0.81%	5.7%	516,274	$94.37M
7	ELV	Elevance Health Inc	0.79%	6.5%	265,956	$91.95M
8	HON	Honeywell International Inc.	0.78%	7.3%	399,880	$90.98M
9	CSCO	Cisco Systems Inc.	0.76%	8.0%	1,121,491	$87.84M
10	HBAN	Huntington Bancshares Inc.	0.75%	8.8%	5,013,206	$87.63M
More holdings · Pro

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Themes in the top 10

Life Sciences ToolsPharmaceuticalsBiotechnologySemiconductorsAging Population5G InfrastructureNetworking InfrastructureBroadband ServicesConnectors & InterconnectsInternet & DigitalMedical DevicesTelecom InfrastructureGlobal BankingAsset ManagementInvestment Technology

HBLRX Mutual Fund Top Holdings

HBLRX holdings top 10 positions. The top 10 holdings account for 8.8% of the fund, led by Merck & Company Inc at 1.1%, Bank of America Corp.: Financials at 1.0%, Johnson & Johnson - Common at 1.0%.

HBLRX portfolio concentration is well-diversified, with the top 10 representing 8.8% of total assets. The largest sector exposure is Financials at 25.7%.

HBLRX sectors provide a detailed breakdown. HBLRX overlap shows how holdings compare to other funds in your portfolio.