HBLAX – Hartford Balanced Income A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide current income with growth of capital as a secondary objective. The fund targets an allocation of approximately 45% equity securities and 55% fixed income investments, with the allocation generally varying by no more than +/-5%. The equity portion of the fund invests primarily in common stocks with a history of above-average dividends or expectations of increasing dividends. It may invest up to 20% of the fixed income portion of the portfolio in domestic non-investment grade debt.

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
HBLYX	The Hartford Balanced Income Fund Class Y	Institutional	Open			Jul 31, 2006	$34.77M	0.670%	Average	$250,000	−$15.48M
HBLIX	The Hartford Balanced Income Fund Class I	Institutional	Open			Feb 26, 2010	$2.89B	0.660%	Average	$2,000	−$649.29M
HBLFX	The Hartford Balanced Income Fund Class F	Institutional	Open			Feb 28, 2017	$2.16B	0.560%	Below Average	$1M	−$340.27M
HBLAX	The Hartford Balanced Income Fund Class A	Front Load	Open			Jul 31, 2006	$4.38B	0.890%	Below Average	$2,000	−$378.18M
HBLCX	The Hartford Balanced Income Fund Class C	Level Load	Open			Jul 31, 2006	$640.64M	1.650%	Average	$2,000	−$287.00M
HBLTX	The Hartford Balanced Income Fund Class R5	Retirement, Large	Open			May 28, 2010	$34.08M	0.670%	Above Average	$0	−$2.99M
HBLVX	The Hartford Balanced Income Fund Class R6	Retirement, Large	Open			Nov 7, 2014	$243.32M	0.560%	Average	$0	−$27.74M
HBLSX	The Hartford Balanced Income Fund Class R4	Retirement, Medium	Open			May 28, 2010	$31.68M	0.960%	Below Average	$0	−$24.15M
HBLRX	The Hartford Balanced Income Fund Class R3	Retirement, Medium	Open			May 28, 2010	$105.65M	1.270%	Above Average	$0	−$13.23M

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