Hartford Balanced Income has skilled managers who have successfully maintained a disciplined, time-tested process. Its cheapest share classes earn a Morningstar Analyst Rating of Silver, while its more expensive share classes are rated Bronze or Neutral.
Will HBLAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of HBLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.