Nasdaq - Delayed Quote
USD
Hartford Balanced Income A (HBLAX)
14.90
-0.04
(-0.27%)
As of 8:10:16 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.00% |
|---|---|
| 5y Average Return | 3.90% |
| Number of Years Up | 15 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Nov 6, 2026) | 18.98% |
| Worst 1Y Total Return (Nov 6, 2026) | -- |
| Best 3Y Total Return | 18.98% |
| Worst 3Y Total Return | 1.33% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HBLAX
Category
- YTD
- 5.57%
- 5.91%
- 1-Month
- 3.67%
- 0.61%
- 3-Month
- 0.89%
- 4.02%
- 1-Year
- 7.84%
- 18.59%
- 3-Year
- 11.28%
- 8.56%
- 5-Year
- 4.21%
- 7.44%
- 10-Year
- 6.32%
- 6.20%
- Last Bull Market
- 13.22%
- 11.89%
- Last Bear Market
- -8.18%
- -8.23%
Annual Total Return (%) History
Year
HBLAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.14% | 3.66% | -1.90% | -- |
|
2025
|
2.88% | 2.45% | 3.01% | 2.02% |
|
2024
|
2.18% | -0.29% | 7.21% | -2.73% |
|
2023
|
1.00% | 1.34% | -2.81% | 8.25% |
|
2022
|
-3.56% | -8.18% | -5.03% | 8.13% |
|
2021
|
1.91% | 4.32% | -0.03% | 3.39% |
|
2020
|
-11.81% | 10.42% | 2.98% | 7.21% |
|
2019
|
8.13% | 4.05% | 2.33% | 3.34% |
|
2018
|
-2.93% | -0.27% | 3.06% | -4.84% |
|
2017
|
2.45% | 2.33% | 2.91% | 3.34% |
Rank in Category (By Total Return)
| YTD | 31 |
| 1-Month | 8 |
|---|---|
| 3-Month | 20 |
| 1-Year | 17 |
| 3-Year | 56 |
| 5-Year | 48 |
Load Adjusted Returns
| 1-Year | 1.91% |
| 3-Year | 9.20% |
|---|---|
| 5-Year | 3.04% |
| 10-Year | 5.72% |
Performance & Risk
| YTD Return | 5.00% |
| 5y Average Return | 3.90% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | Hartford Mutual Funds |
| Net Assets | 10.71B |
| YTD Return | 5.57% |
| Yield | 3.13% |
| Morningstar Rating | |
| Inception Date | Jul 31, 2006 |
Fund Summary
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.
