HBLTX – Fund Analysis – Hartford Balanced Income R5 | Morningstar

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Will HBLTX outperform in future?

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Process Pillar

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

The People Pillar is our evaluation of the HBLTX 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 HBLTX’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 Sep 16, 2024 Published on Sep 16, 2024

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