HBLYX Mutual Fund

HBLYX Mutual Fund (The Hartford Balanced Income Fund Class Y) is managed by Hartford Funds with $36.3M in net assets. HBLYX expense ratio is 0.67%, holding 1570 positions across sectors including Financials, Health Care, Utilities. Inception date: 2006-07-31.

HBLYX performance shows a YTD return of 4.52%. The 1-year return is 10.24% and the 5-year return is 4.49%. HBLYX dividend yield stands at 7.57%, paid quarterly.

HBLYX 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 HBLYX holdings, HBLYX sectors, or HBLYX dividends.

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