The Hartford Balanced Income Fund Class R6 (HBLVX) Research
The fund's primary objective is to generate current income, complemented by a secondary aim of long-term capital appreciation. It typically targets an asset allocation of approximately 45% in equity securities and 55% in fixed income investments, with this split generally fluctuating within a 5% range. The equity component predominantly features common stocks of companies known for their robust dividend history or anticipated increases in dividend payouts. Up to 20% of the fixed income portfolio may be allocated to domestic non-investment grade debt.
Market snapshot
- Symbol
- HBLVX
- Price
- $15.21
- Day change
- +0.20%
- Market cap
- $11.3B
- 52-week range
- 14.51-15.61
- 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 R5 (HBLTX)
- 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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