The Hartford Balanced Income Fund Class R3 (HBLRX) Research
This fund's primary goal is to deliver consistent income, with the secondary aim of achieving long-term capital appreciation. It generally maintains an asset allocation of about 45% in equities and 55% in fixed-income securities, though this distribution may fluctuate by up to five percentage points in either direction. The equity portion of the portfolio predominantly focuses on common stocks that have a track record of strong dividend payments or show potential for future dividend increases. Up to one-fifth of its fixed-income holdings may be invested in domestic debt instruments that are considered below investment grade.
Market snapshot
- Symbol
- HBLRX
- Price
- $15.03
- Day change
- +0.13%
- Market cap
- $11.3B
- P/E ratio
- -573.53x
- 52-week range
- 14.37-15.44
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- Victory Sycamore Established Value Fund Class R (GETGX)
- The Hartford Balanced Income Fund Class R5 (HBLTX)
- The Hartford Balanced Income Fund Class R6 (HBLVX)
- MFS Series Trust I MFS Research International Fund Class A (MRSAX)
- T. Rowe Price Retirement 2055 Fund Advisor Class (PAROX)
- T. Rowe Price Real Assets Fund, Inc. (PRAFX)
- Schwab Capital Trust - Schwab International Index Fund (SWISX)
- Victory Sycamore Established Value Fund Class I (VEVIX)
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