HBLSX Mutual Fund

HBLSX Mutual Fund (The Hartford Balanced Income Fund Class R-4) is managed by Hartford Funds with $31.8M in net assets. HBLSX expense ratio is 0.96%, holding 1602 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2010-05-28.

HBLSX performance shows a YTD return of 5.16%. The 1-year return is 8.33% and the 5-year return is 4.10%. HBLSX dividend yield stands at 7.35%, paid quarterly.

HBLSX top holdings include Microsoft Corp (2.6%), Diamondback Energy, Inc. (1.0%), Merck & Company Inc (1.0%), Te Connectivity Limited (0.9%), Unilever PLC (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.