Morningstar

Hartford Balanced Income A HBLAX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 15.23  /  −0.07 %
  • Total Assets 12.7 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.36%
  • Turnover 57%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:25 PM GMT+0

Morningstar’s Analysis HBLAX

Will HBLAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HBLAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HBLAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HBLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A step above.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

Capable managers and expansive resources support Hartford Balanced Income’s disciplined approach, but some shares’ big price tags reduce the appeal.

by Nour Al Twal
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HBLAX

More HBLAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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