The Hartford Balanced Income Fund Class R6

Frequently Asked Questions About HBLVX

What does HBLVX invest in?

The fund's primary objective is to generate current income, complemented by a secondary aim of long-term capital appreciation. It typically targets an asset allocation of approximately 45% in equity securities and 55% in fixed income investments, with this split generally fluctuating within a 5% range. The equity component predominantly features common stocks of companies known for their robust dividend history or anticipated increases in dividend payouts. Up to 20% of the fixed income portfolio may be allocated to domestic non-investment grade debt.

What is the expense ratio of HBLVX?

The Hartford Balanced Income Fund Class R6 (HBLVX) charges an expense ratio of 0.56%. This is the annual fee deducted from fund assets to cover management and operations.

What is HBLVX's dividend yield?

HBLVX's trailing-twelve-month yield is 7.65%, calculated from the sum of dividends over the past year divided by the current price.

How big is HBLVX?

The Hartford Balanced Income Fund Class R6 (HBLVX) manages $11.19B 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 HBLVX actively managed or an index fund?

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

When was HBLVX launched?

The Hartford Balanced Income Fund Class R6 (HBLVX) launched in November 2014 and is managed by the fund issuer.