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Hartford Balanced Income I HBLIX

Analyst rating as of
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Morningstar’s Analysis

Will HBLIX outperform in future?

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

A retirement doesn't alter our views.

Senior Analyst

Summary

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Hartford Balanced Income’s managers maintain a disciplined, time-tested process. Lead equity manager Michael Reckmeyer will retire in June 2022 and Matthew Hand, who has been on the team for 17 years, will take over. We have confidence in this carefully planned transition and are maintaining our ratings. Its cheapest share classes earn a Morningstar Analyst Rating of Silver, while its more expensive share classes are rated Bronze or Neutral.

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