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Hartford Balanced Income R5 HBLTX

Analyst rating as of
NAV / 1-Day Return
15.58  /  0.51 %
Total Assets
14.5 Bil
Adj. Expense Ratio
0.670%
Expense Ratio
0.670%
Fee Level
Above Average
Longest Manager Tenure
14.58 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Low / Extensive
Status
Open
TTM Yield
2.39%
Turnover
63%
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Morningstar’s Analysis

Will HBLTX outperform in future?

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

A moderate approach to income.

Senior Analyst

Summary

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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.

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