HBLVX Mutual Fund

HBLVX Mutual Fund (The Hartford Balanced Income Fund Class R6) is managed by Hartford Funds with $243.4M in net assets. HBLVX expense ratio is 0.56%, holding 1544 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2014-11-07.

HBLVX performance shows a YTD return of 5.65%. The 1-year return is 8.20% and the 5-year return is 4.56%. HBLVX dividend yield stands at 3.52%, paid quarterly.

HBLVX top holdings include Microsoft Corp (2.9%), U.S. Treasury Bonds 4.625% 11/15/2045 (1.5%), US Dollar (1.4%), Merck & Company Inc (1.0%), Pldt Inc (0.9%). Go to all HBLVX holdings, HBLVX sectors, or HBLVX dividends.

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