HBLTX Mutual Fund
HBLTX Mutual Fund
The Hartford Balanced Income Fund Class R-5
HBLTX Mutual Fund Overview
HBLTX Mutual Fund (The Hartford Balanced Income Fund Class R-5) is managed by Hartford Funds with $36.2M in net assets. HBLTX expense ratio is 0.66%, holding 1552 positions across sectors including Financials, Other, Unknown. Inception date: 2010-05-28.
HBLTX performance shows a YTD return of 2.72%. The 1-year return is 13.86% and the 5-year return is 5.81%. HBLTX dividend yield stands at 3.55%, paid quarterly.
HBLTX top holdings include Merck & Company Inc (1.1%), Bank Of America Corp. (1.0%), Johnson & Johnson (1.0%), Unilever PLC (0.9%), T-Mobile Usa Inc Esrw Usd Npv Ref Sm#585558 (0.9%). View all HBLTX holdings, sector breakdown, or dividend history.
HBLTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HBLTX alternatives are available via the screener, along with tax-loss harvesting opportunities.