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Hartford Balanced Income R5 HBLTX

Analyst rating as of
  • NAV / 1-Day Return 14.33  /  0.49 %
  • Total Assets 14.2 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.630%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 3.06%
  • Turnover 60%

Morningstar’s Analysis HBLTX

Will HBLTX outperform in future?

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

Recent changes don’t detract from this compelling offering.

Associate Director



A recent equity manager transition should not adversely affect Hartford Balanced Income’s disciplined, time-tested process. We maintain our Morningstar Analyst Rating of Silver for the two cheapest share classes, while the more-expensive share classes are rated Bronze or Neutral.

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