About HBLFX
Hartford Balanced Income Fund F is an open-end mutual fund designed to provide a blend of current income and capital growth. The fund follows a moderately conservative allocation, typically maintaining a portfolio mix of approximately 45% equity securities and 55% fixed income investments, with allowable variations of plus or minus 5%. Its equity holdings generally emphasize large-cap value stocks, particularly those with established records of above-average dividend payments or the potential for increasing dividends. The fixed income portion includes both investment-grade bonds and, selectively, up to 20% in domestic non-investment grade debt. Hartford Balanced Income Fund F serves investors seeking balanced exposure across both stocks and bonds, aiming for steady income alongside the potential for long-term asset appreciation. The fund stands out for its diversified holdings—numbering over 1,400 securities across sectors such as financial services, healthcare, consumer defense, and industrials—supported by a disciplined management strategy that focuses on risk-adjusted returns and reliable yield. Since its inception in 2017, the fund has played a significant role for those seeking a core holding to navigate varying market cycles while moderating volatility.
Fund Family Hartford Mutual Funds
Category Allocation--30% to 50% Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol HBLFX
Share Class Class F
Index Russell 1000 Value TR
HBLFX had a total return of 11.30% in the past year, including dividends.
Since the fund's inception, the average annual return has been 6.55%.
