Nasdaq - Delayed Quote • USD
Hartford Balanced Income R3 (HBLRX)
At close: May 17 at 8:01 PM EDT
Loading Chart for HBLRX
DELL
- Previous Close
14.66 - YTD Return -0.59%
- Expense Ratio 0.63%
- Category Allocation--30% to 50% Equity
- Last Cap Gain -3.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 12.28B
- Beta (5Y Monthly) 0.87
- Yield 3.05%
- 5y Average Return --
- Holdings Turnover 57.00%
- Last Dividend 0.12
- Inception Date May 28, 2010
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.
Hartford Mutual Funds
Fund Family
Allocation--30% to 50% Equity
Fund Category
12.28B
Net Assets
2010-05-28
Inception Date
Performance Overview: HBLRX
Trailing returns as of 5/17/2024. Category is Allocation--30% to 50% Equity.
People Also Watch
HBLTX Hartford Balanced Income R5
14.70
+0.07%
HBLVX Hartford Balanced Income R6
14.81
+0.07%
JUEZX JPMorgan US Equity R2
23.40
+0.04%
HQIRX Hartford Equity Income R3
21.26
+0.33%
IHORX Hartford International Opportunities R3
19.15
+0.42%
AMVRX American Century Mid Cap Value R
16.13
+0.06%
WSTRX Delaware Ivy Science and Technology R
47.53
-0.48%
MURRX MFS Utilities R2
22.40
-0.27%
AGDRX AB High Income R
6.89
-0.14%
HBLSX Hartford Balanced Income R4
14.68
+0.07%
JLVZX JPMorgan Large Cap Value R2
20.53
+0.15%
JGMRX Janus Henderson Triton R
23.72
0.00%
HBLAX Hartford Balanced Income A
14.60
+0.07%
BHSRX BlackRock Health Sciences Opps R
68.52
+0.09%
FTTHX Fidelity Advisor Freedom 2035 M
14.28
+0.07%
JFNSX Janus Henderson Global Life Sciences S
70.65
-0.38%
Holdings: HBLRX
Top 8 Holdings (10.29% of Total Assets)
Sector Weightings
SectorHBLRX
Financial Services 19.40%
Healthcare 16.78%
Industrials 10.71%
Consumer Defensive 10.55%
Energy 9.89%
Technology 8.40%
Utilities 8.18%
Real Estate 6.15%
Basic Materials 5.80%
Consumer Cyclical 3.50%
Communication Services 0.63%
Recent News: HBLRX
Research Reports: HBLRX
Top Mutual Funds
RYMNX Rydex Precious Metals Fund
38.35
+3.87%
RYPMX Rydex Precious Metals Inv
41.33
+3.87%
RYMPX Rydex Precious Metals Fund
36.79
+3.87%
RYZCX Rydex Precious Metals C
29.88
+3.86%
INIIX VanEck International Investors Gold I
15.54
+2.57%
FGPMX Franklin Gold and Precious Metals R6
22.15
+2.45%
FKRCX Franklin Gold and Precious Metals Fund
20.08
+2.45%
FRGOX Franklin Gold and Precious Metals Fund
17.58
+2.45%
FGADX Franklin Gold and Precious Metals Adv
21.82
+2.44%
SGGDX First Eagle Gold A
27.18
+2.41%
FEGOX First Eagle Gold C
24.56
+2.38%
FEGIX First Eagle Gold I
28.11
+2.37%
FEURX First Eagle Gold R6
28.19
+2.36%
ENPIX ProFunds UltraSector Energy Investor
47.44
+2.07%
ENPSX ProFunds UltraSector Energy Svc
40.30
+2.05%
MOWNX Moerus Worldwide Value N
16.95
+1.92%
MOWIX Moerus Worldwide Value Institutional
16.99
+1.92%
TGUSX TCW Funds, Inc. - TCW New America Premier Equities Fund
31.75
+1.76%
FNARX Fidelity Natural Resources Fund
48.57
+1.76%
WWWFX Kinetics Internet No Load
77.78
+1.58%
KINAX Kinetics Internet Adv A
70.27
+1.58%
KINCX Kinetics Internet Adv C
57.47
+1.57%
FFGTX Fidelity Advisor Global Commodity Stk M
20.23
+1.56%
FIQRX Fidelity Advisor Global Commodity Stk Z
20.24
+1.56%
FFGAX Fidelity Advisor Global Commodity Stk A
20.25
+1.55%
FFGIX Fidelity Advisor Global Commodity Stk I
20.27
+1.55%
FFGCX Fidelity Global Commodity Stock
20.29
+1.55%
FCGCX Fidelity Advisor Global Commodity Stk C
20.12
+1.51%
FSENX Fidelity Select Energy Portfolio
64.45
+1.35%
FAGNX Fidelity Advisor Energy M
50.91
+1.33%
FIKAX Fidelity Advisor Energy Z
52.47
+1.33%
FANAX Fidelity Advisor Energy A
49.49
+1.33%
FANIX Fidelity Advisor Energy I
52.54
+1.33%
FNRCX Fidelity Advisor Energy Fund
45.12
+1.32%
GMOWX GMO Resources Fund
22.89
+1.06%
GOFIX GMO Resources Fund
22.97
+1.06%
COAGX Caldwell & Orkin - Gator Capital L/S Fd
43.27
+1.05%
GOVIX GMO Resources Fund
22.88
+1.02%
GAAHX GMO Resources Fund
22.93
+1.01%
GEACX GMO Resources I
22.95
+1.01%
KMKYX Kinetics Market Opportunities Inst
51.54
+1.00%
KMKCX Kinetics Market Opportunities Adv C
47.15
+0.99%
KMKNX Kinetics Market Opportunities No Load
50.67
+0.98%
KMKAX Kinetics Market Opportunities Adv A
49.76
+0.97%
FSPCX Fidelity Select Insurance Port
87.07
+0.96%
RMLPX Recurrent MLP & Infrastructure Class I
23.37
+0.95%
TAVZX Third Avenue Value Z
73.53
+0.93%
TAVFX Third Avenue Value Instl
73.55
+0.93%
TVFVX Third Avenue Value Investor
74.07
+0.93%
BPTUX Baron Partners R6
149.39
+0.91%
BPTIX Baron Partners Institutional
149.42
+0.91%
BPTRX Baron Partners Retail
143.36
+0.91%
DCINX Dunham International Stock C
17.92
+0.90%
DRESX Driehaus Emerging Markets Small Cap Growth Fund
21.54
+0.89%
DAINX Dunham International Stock A
19.36
+0.89%
DNINX Dunham International Stock N
19.53
+0.88%
INDAX ALPS/Kotak India ESG Inv
18.40
+0.88%
MISMX Matthews Emerging Markets Small Companies Fund
26.24
+0.85%
INDIX ALPS/Kotak India ESG I
19.26
+0.84%
INAAX ALPS/Kotak India ESG A
18.36
+0.82%
FJPTX Fidelity Advisor Japan M
16.23
+0.81%
MSMLX Matthews EM Sm Coms Inv
26.25
+0.81%
FPJAX Fidelity Japan Fund
16.33
+0.80%
INFCX ALPS/Kotak India ESG C
16.42
+0.80%
FIQLX Fidelity Advisor Japan Z
16.43
+0.80%
FJPNX Fidelity Japan
16.47
+0.80%
FJPIX Fidelity Advisor Japan I
16.60
+0.79%
FJPCX Fidelity Advisor Japan C
15.91
+0.76%
TORTX Tortoise Energy Infrastructure Total Return Fund
15.96
+0.76%
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
TORIX Tortoise Energy Infrastructure Total Return Fund
16.22
+0.75%
PDEAX PGIM Jennison Emerging Markets Equity Opportunities Fund
16.43
+0.74%
PDECX PGIM Jennison Emerging Markets Equity Opportunities Fund
15.28
+0.73%
PDEZX PGIM Jennison Emerging Markets Eq Opps Z
16.82
+0.72%
PDEQX PGIM Jennison Emerging Markets Eq OppsR6
16.86
+0.72%
TORCX Tortoise Energy Infrastructure Total Return Fund
15.54
+0.71%
MBXFX Catalyst/Millburn Hedge Strategy C-1
38.16
+0.71%
MBXIX Catalyst/Millburn Hedge Strategy I
39.85
+0.71%
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
54.48
+0.70%
COBYX The Cook & Bynum
17.26
+0.70%
BGRFX Baron Growth Retail
96.72
+0.70%
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
43.55
+0.69%
BGRIX Baron Growth Instl
102.29
+0.69%
BGRUX Baron Growth R6
102.30
+0.69%
MBXAX Catalyst/Millburn Hedge Strategy A
39.54
+0.69%
MBXCX Catalyst/Millburn Hedge Strategy C
38.41
+0.68%
AUERX Auer Growth
16.41
+0.67%
BFGFX Baron Focused Growth Retail
36.51
+0.66%
BFGIX Baron Focused Growth Institutional
38.19
+0.66%
VMMSX Vanguard Emerg Mkts Sel Stk Inv
22.92
+0.66%
BFGUX Baron Focused Growth R6
38.22
+0.66%
ARTGX Artisan Global Value Investor
23.31
+0.65%
APHGX Artisan Global Value Fund
23.34
+0.65%
WWNPX Kinetics Paradigm No Load
85.18
+0.64%
RYLDX Rydex Dow 2x Strategy Fund
159.01
+0.63%
KNPCX Kinetics Paradigm Adv C
72.43
+0.63%
RYCVX Rydex Dow 2x Strategy Fund
158.36
+0.62%
RYCYX Rydex Dow 2x Strategy Fund
132.75
+0.62%
MIPTX Matthews Pacific Tiger Fund
19.92
+0.61%
MAPTX Matthews Pacific Tiger Investor
19.92
+0.61%