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Hartford Balanced HLS IB HAIBX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 30.92  /  +0.26 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.43%
  • Turnover 57%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis HAIBX

Will HAIBX outperform in future?

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

Hartford Balanced HLS IB's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings HAIBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.98 100.0 Mil
Technology

Alphabet Inc Class C

3.37 56.4 Mil
Communication Services

JPMorgan Chase & Co

1.85 31.0 Mil
Financial Services

UnitedHealth Group Inc

1.73 29.0 Mil
Healthcare

Broadcom Inc

1.72 28.7 Mil
Technology

Salesforce Inc

1.66 27.7 Mil
Technology

Eli Lilly and Co

1.60 26.7 Mil
Healthcare

Accenture PLC Class A

1.57 26.2 Mil
Technology

Visa Inc Class A

1.53 25.6 Mil
Financial Services

Cisco Systems Inc

1.32 22.0 Mil
Technology