HBLTX Mutual Fund

HBLTX Mutual Fund (The Hartford Balanced Income Fund Class R-5) is managed by Hartford Funds with $34.4M in net assets. HBLTX expense ratio is 0.66%, holding 1602 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2010-05-28.

HBLTX performance shows a YTD return of 5.40%. The 1-year return is 8.58% and the 5-year return is 5.66%. HBLTX dividend yield stands at 7.65%, paid quarterly.

HBLTX 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 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.