Morningstar

Hartford Balanced HLS Fund Class IA HADAX

Medalist Rating as of Aug 31, 2026 See Hartford Funds Investment Hub

Strategy

The investment seeks long-term total return. The fund's sub-adviser, targets an allocation between 50% and 70% of the fund's net assets in equity securities and 30% to 50% of fund's net assets in debt securities and cash instruments. It will not normally hold more than 10% in cash or cash equivalents.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HADAX	Hartford Balanced HLS Fund Class IA	Institutional	Open			Mar 31, 1983	$1.34B	0.660%	Below Average	$0	−$198.53M
HAIBX	Hartford Balanced HLS Fund Class IB	Institutional	Open			Apr 1, 1998	$168.40M	0.910%	Above Average	$0	−$27.20M

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