The Hartford Balanced Income Fund Class R5 (HBLTX) Research
This fund aims primarily to generate current income, with capital appreciation as a secondary goal. Its asset allocation typically features around 45% in equity securities and 55% in fixed-income investments, though these proportions may vary by up to 5%. The equity holdings primarily consist of common stocks selected for their consistent history of, or potential for, above-average dividends. Within its fixed-income allocation, the fund has the flexibility to invest up to 20% in domestic debt securities rated below investment grade.
Market snapshot
- Symbol
- HBLTX
- Price
- $15.08
- Day change
- +0.13%
- Market cap
- $11.3B
- 52-week range
- 14.39-15.49
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- Victory Sycamore Established Value Fund Class R (GETGX)
- The Hartford Balanced Income Fund Class R3 (HBLRX)
- 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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