The portfolio managers running Hartford Balanced Income are skilled and well-resourced. This income strategy combines two complementary sleeves in a disciplined manner, giving it an edge over its category peers. However, the fees of the more-expensive share classes can overwhelm the combined strengths of the team and approach.
- NAV / 1-Day Return 14.12 / 0.93 %
- Total Assets 12.7 Bil
-
Adj. Expense Ratio
0.650%
- Expense Ratio 0.650%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Moderately Conservative Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 3.43%
- Turnover 60%
Morningstar’s Analysis HBLYX
Will HBLYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 67
- Bond Holdings 1469
- Other Holdings 27
- % Assets in Top 10 Holdings 7.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2 Year Treasury Note Future Dec 23
2.00
238,048,126
Government
Us Ultra Bond Cbt Dec23 Xcbt 20231219
1.40
165,692,000
Government