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Hartford Balanced Income A (HBLAX)

14.90 -0.04 (-0.27%)
As of 8:10:16 AM EST. Market Open.
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  • Previous Close 14.94
  • YTD Return 5.57%
  • Expense Ratio 0.89%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 10.71B
  • Beta (5Y Monthly) 0.76
  • Yield 3.13%
  • 5y Average Return --
  • Holdings Turnover 61.00%
  • Last Dividend 0.37
  • Inception Date Jul 31, 2006

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.

Hartford Mutual Funds

Fund Family

Allocation--30% to 50% Equity

Fund Category

10.71B

Net Assets

2006-07-31

Inception Date

Performance Overview

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Trailing returns as of 11/6/2026. Category is Allocation--30% to 50% Equity.

YTD Return

HBLAX
5.57%
Category
5.91%

1-Year Return

HBLAX
7.84%
Category
18.59%

3-Year Return

HBLAX
11.28%
Category
8.56%

5-Year Return

HBLAX
4.21%
Category
7.44%

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