HBLVX Mutual Fund

HBLVX Mutual Fund (The Hartford Balanced Income Fund Class R6) is managed by Hartford Funds with $256.0M in net assets. HBLVX expense ratio is 0.56%, holding 1570 positions across sectors including Financials, Health Care, Utilities. Inception date: 2014-11-07.

HBLVX performance shows a YTD return of 4.65%. The 1-year return is 10.37% and the 5-year return is 4.61%. HBLVX dividend yield stands at 7.68%, paid quarterly.

HBLVX 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 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.