HBLYX : The Hartford Balanced Income Fund Class Y

HBLYX is a Allocation Market All-In-One with MODERATE fees.

HBLYX

The Hartford Balanced Income Fund Class Y

FI Score

67 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

67% FI Score
  • hblyx
  • Mutual Fund
  • Allocation
  • All-In-One

The Hartford Balanced Income Fund Class Y

Expenses: 0.65% (Better than 1% of similar funds)

This is an OK 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

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