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Morningstar

Hartford Balanced HLS IB HAIBX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 27.25  /  0.00
  • Total Assets 1.6 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 1.19%
  • Turnover 53%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 10:17 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.

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the HAIBX 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 HAIBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Hartford Balanced HLS IB's Average Process Pillar and People 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HAIBX

More HAIBX Holdings
  • Current Portfolio Date
  • Equity Holdings 63
  • Bond Holdings 434
  • Other Holdings 7
  • % Assets in Top 10 Holdings 21.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.29
90,914,397
Technology

Alphabet Inc Class C

3.76
64,698,305
Communication Services

UnitedHealth Group Inc

1.74
29,990,703
Healthcare

JPMorgan Chase & Co

1.73
29,743,475
Financial Services

Cisco Systems Inc

1.66
28,541,833
Technology

Visa Inc Class A

1.45
24,971,898
Financial Services

Eli Lilly and Co

1.45
24,930,133
Healthcare

Salesforce Inc

1.42
24,448,077
Technology

Accenture PLC Class A

1.41
24,278,541
Technology

ConocoPhillips

1.27
21,875,690
Energy