HBLTX Mutual Fund

HBLTX Mutual Fund (The Hartford Balanced Income Fund Class R-5) is managed by Hartford Funds with $35.5M in net assets. HBLTX expense ratio is 0.66%, holding 1570 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 7.65%, paid quarterly.

HBLTX 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 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.