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Hartford Balanced Income I HBLIX

Analyst rating as of
NAV / 1-Day Return
14.56  /  0.28 %
Total Assets
14.1 Bil
Adj. Expense Ratio
0.610%
Expense Ratio
0.610%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Allocation—30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.92%
Turnover
44%

Morningstar’s Analysis HBLIX

Will HBLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Recent changes don’t detract from this compelling offering.

Senior Analyst

Summary

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A recent equity manager transition should not adversely affect Hartford Balanced Income’s disciplined, time-tested process. We maintain our Morningstar Analyst Rating of Silver for the two cheapest share classes, while the more-expensive share classes are rated Bronze or Neutral.

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