The Hartford Balanced Income Fund Class R3

Frequently Asked Questions About HBLRX

What does HBLRX invest in?

This fund's primary goal is to deliver consistent income, with the secondary aim of achieving long-term capital appreciation. It generally maintains an asset allocation of about 45% in equities and 55% in fixed-income securities, though this distribution may fluctuate by up to five percentage points in either direction. The equity portion of the portfolio predominantly focuses on common stocks that have a track record of strong dividend payments or show potential for future dividend increases. Up to one-fifth of its fixed-income holdings may be invested in domestic debt instruments that are considered below investment grade.

What is the expense ratio of HBLRX?

The Hartford Balanced Income Fund Class R3 (HBLRX) charges an expense ratio of 1.27%. This is the annual fee deducted from fund assets to cover management and operations.

What is HBLRX's dividend yield?

HBLRX's trailing-twelve-month yield is 7.03%, calculated from the sum of dividends over the past year divided by the current price.

How big is HBLRX?

The Hartford Balanced Income Fund Class R3 (HBLRX) manages $11.12B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is HBLRX actively managed or an index fund?

HBLRX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was HBLRX launched?

The Hartford Balanced Income Fund Class R3 (HBLRX) launched in May 2010 and is managed by the fund issuer.