The Hartford Balanced Income Fund Class R3
HBLRX
NASDAQ
| Weiss Ratings | HBLRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | HBLRX-NASDAQ | Click to Compare |
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| Provider | Hartford Mutual Funds | |||
| Manager/Tenure (Years) | Scott I. St. John (20), Matthew C Hand (7), Adam H. Illfelder (7), 1 other | |||
| Website | http://www.hartfordfunds.com | |||
| Fund Information | HBLRX-NASDAQ | Click to Compare |
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| Fund Name | The Hartford Balanced Income Fund Class R3 | |||
| Category | Moderately Conservative Allocation | |||
| Sub-Category | Cautious Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | May 28, 2010 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | HBLRX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.74% | |||
| Dividend | HBLRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.68% | |||
| Asset Allocation | HBLRX-NASDAQ | Click to Compare |
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| Cash | 2.89% | |||
| Stock | 43.36% | |||
| U.S. Stock | 37.14% | |||
| Non-U.S. Stock | 6.22% | |||
| Bond | 53.51% | |||
| U.S. Bond | 40.39% | |||
| Non-U.S. Bond | 13.12% | |||
| Preferred | 0.13% | |||
| Convertible | 0.12% | |||
| Other Net | 0.00% | |||
| Price History | HBLRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.19% | |||
| 30-Day Total Return | 3.29% | |||
| 60-Day Total Return | -0.21% | |||
| 90-Day Total Return | -0.67% | |||
| Year to Date Total Return | 5.08% | |||
| 1-Year Total Return | 7.58% | |||
| 2-Year Total Return | 14.70% | |||
| 3-Year Total Return | 32.11% | |||
| 5-Year Total Return | 19.94% | |||
| Price | HBLRX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | HBLRX-NASDAQ | Click to Compare |
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| Nav | $15.05 | |||
| 1-Month Low NAV | $14.60 | |||
| 1-Month High NAV | $15.11 | |||
| 52-Week Low NAV | $14.37 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $15.44 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | HBLRX-NASDAQ | Click to Compare |
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| Beta | 0.40 | |||
| Standard Deviation | 7.65 | |||
| Balance Sheet | HBLRX-NASDAQ | Click to Compare |
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| Total Assets | 10.71B | |||
| Operating Ratios | HBLRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.27% | |||
| Turnover Ratio | 61.00% | |||
| Performance | HBLRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.88% | |||
| Last Bear Market Total Return | -8.29% | |||