HBLSX Mutual Fund

HBLSX Mutual Fund (The Hartford Balanced Income Fund Class R-4) is managed by Hartford Funds with $32.8M in net assets. HBLSX expense ratio is 0.96%, holding 1570 positions across sectors including Financials, Health Care, Utilities. Inception date: 2010-05-28.

HBLSX performance shows a YTD return of 4.33%. The 1-year return is 9.94% and the 5-year return is 4.20%. HBLSX dividend yield stands at 7.35%, paid quarterly.

HBLSX 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 HBLSX holdings, HBLSX sectors, or HBLSX dividends.

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