The Hartford Balanced Fund Quote

HBLRX Fund  USD 14.65  0.05  0.34%   

Performance

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Odds Of Distress

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Low
The Hartford is trading at 14.65 as of the 21st of March 2025; that is 0.34% down since the beginning of the trading day. The fund's open price was 14.7. The Hartford has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund targets an allocation of approximately 45 percent equity securities and 55 percent fixed income investments, with the allocation generally varying by no more than -5. Hartford Balanced is traded on NASDAQ Exchange in the United States. More on The Hartford Balanced

The Mutual Fund Highlights

Fund ConcentrationHartford Mutual Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Hartford Mutual Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of February 2020
Fiscal Year EndOctober
The Hartford Balanced [HBLRX] is traded in USA and was established 21st of March 2025. The Hartford is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Hartford Mutual Funds family. This fund currently has accumulated 14.66 B in assets under management (AUM) with no minimum investment requirementsHartford Balanced is currently producing year-to-date (YTD) return of 2.03% with the current yeild of 0.03%, while the total return for the last 3 years was 3.95%.
Check The Hartford Probability Of Bankruptcy

Instrument Allocation

Top The Hartford Balanced Mutual Fund Constituents

MSFTMicrosoftStockInformation Technology
WFCWells FargoStockFinancials
SUSuncor EnergyStockEnergy
LLYEli Lilly andStockHealth Care
CBChubbStockFinancials
VZVerizon CommunicationsStockCommunication Services
PGProcter GambleStockConsumer Staples
PFEPfizer IncStockHealth Care
More Details

Hartford Balanced Risk Profiles

The Hartford Against Markets

Other Information on Investing in The Mutual Fund

The Hartford financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Hartford security.
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