The Hartford Balanced Fund Quote

HBLIX Fund  USD 15.08  0.02  0.13%   

Performance

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Odds Of Distress

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Low
The Hartford is trading at 15.08 as of the 9th of September 2025; that is 0.13 percent increase since the beginning of the trading day. The fund's open price was 15.06. The Hartford has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 11th of June 2025 and ending today, the 9th of September 2025. Click here to learn more.
The fund targets an allocation of approximately 45 percent equity securities and 55 percent 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. More on The Hartford Balanced

Moving together with The Mutual Fund

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The Mutual Fund Highlights

Fund ConcentrationHartford Mutual Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Hartford Mutual Funds (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
The Hartford Balanced [HBLIX] is traded in USA and was established 9th of September 2025. The Hartford is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Hartford Mutual Funds family. This fund currently has accumulated 13.45 B in assets under management (AUM) with no minimum investment requirementsHartford Balanced is currently producing year-to-date (YTD) return of 6.66% with the current yeild of 0.04%, while the total return for the last 3 years was 7.15%.
Check The Hartford Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on The Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding The Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Hartford Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top The Hartford Balanced Mutual Fund Constituents

WFCWells FargoStockFinancials
INTCIntelStockInformation Technology
LLYEli Lilly andStockHealth Care
SUSuncor EnergyStockEnergy
CBChubbStockFinancials
VZVerizon CommunicationsStockCommunication Services
PFEPfizer IncStockHealth Care
MSFTMicrosoftStockInformation Technology
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The Hartford Top Holders

SIRAXSierra E RetirementMutual FundTactical Allocation
SIRIXSierra E RetirementMutual FundTactical Allocation
SIRRXSierra E RetirementMutual FundTactical Allocation
SIRZXSierra E RetirementMutual FundTactical Allocation
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Hartford Balanced Risk Profiles

The Hartford Against Markets

Other Information on Investing in The Mutual Fund

The Hartford financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Hartford security.
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