HBLTX Mutual Fund
HBLTX Mutual Fund
HBLTX Mutual Fund
The Hartford Balanced Income Fund Class R-5
HBLTX Mutual Fund Overview
HBLTX Mutual Fund (The Hartford Balanced Income Fund Class R-5) is managed by Hartford Funds with $36.5M in net assets. HBLTX expense ratio is 0.66%, holding 1552 positions across sectors including Financials, Health Care, Utilities. Inception date: 2010-05-28.
HBLTX performance shows a YTD return of 4.57%. The 1-year return is 10.27% and the 5-year return is 4.51%. HBLTX dividend yield stands at 7.71%, paid quarterly.
HBLTX top holdings include Merck & Company Inc (1.1%), Bank of America Corp.: Financials (1.0%), Johnson & Johnson - Common (1.0%), Unilever PLC (0.9%), T-Mobile Usa Inc Esrw Usd Npv Ref Sm#585558 (0.9%). Go to all HBLTX holdings, HBLTX sectors, or HBLTX dividends.
HBLTX can be compared against other funds. Use HBLTX overlap to find shared positions, or HBLTX vs another fund for a side-by-side view. HBLTX alternatives are available via the screener, along with tax-loss harvesting opportunities.