| 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 |
Expense Ratio Rating
7 /10
Expense Rating
3 /10
Market Score
10 /10
Category Score
5 /10
Market Size
10 /10
$HBLTX Alternatives
66%
FI Score
- hbltx
- Mutual Fund
- Allocation
- All-In-One
The Hartford Balanced Income Fund Class R5
Expenses: 0.67% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why ยป