HAIBX Mutual Fund
HAIBX Mutual Fund
Hartford Balanced HLS Fund Class IB
HAIBX Mutual Fund Overview
HAIBX Mutual Fund (Hartford Balanced HLS Fund Class IB) is managed by Hartford Funds with $173.5M in net assets. HAIBX expense ratio is 0.91%, holding 474 positions across sectors including Financials, Information Technology, Other. Inception date: 1998-04-01.
HAIBX performance shows a YTD return of 4.60%. The 1-year return is 22.04% and the 5-year return is 8.56%. HAIBX dividend yield stands at 11.30%, paid annually.
HAIBX top holdings include Nvidia Corp. (5.7%), Microsoft Corp 4.100 Feb 06 37 (4.0%), Alphabet Inc. C (4.0%), Broadcom Inc (2.5%), Eli Lilly & Co (1.6%). View all HAIBX holdings, sector breakdown, or dividend history.
HAIBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HAIBX alternatives are available via the screener, along with tax-loss harvesting opportunities.