HBLRX : The Hartford Balanced Income Fund Class R3

HBLRX is a Allocation Market All-In-One with HIGH fees.

HBLRX

The Hartford Balanced Income Fund Class R3

FI Score

48 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

48% FI Score
  • hblrx
  • Mutual Fund
  • Allocation
  • All-In-One

The Hartford Balanced Income Fund Class R3

Expenses: 1.26% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide current income with growth of capital as a secondary objective. 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.

Largest Holdings

Amount Holding
3.56% 5 Year Treasury Note Future June 20
1.82% JPMorgan Chase & Co
1.82% Pfizer Inc
1.57% Johnson & Johnson
1.37% Verizon Communications Inc
1.36% Bank of America Corp
1.33% Crown Castle International Corp
1.31% Cisco Systems Inc
1.21% Comcast Corp Class A
1.14% Lockheed Martin Corp
1.12% Philip Morris International Inc
1.08% Intel Corp
1.08% Medtronic PLC
1.03% Progressive Corp
0.94% The Home Depot Inc
0.93% Eaton Corp PLC
0.90% Dominion Energy Inc
0.90% Union Pacific Corp
0.86% MetLife Inc
0.84% Roche Holding AG Dividend Right Cert.
0.81% Chevron Corp
0.79% Procter & Gamble Co
0.77% TC Energy Corp
0.75% AstraZeneca PLC ADR

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo