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The Hartford Balanced Income Fund Class F: (MF: HBLFX)
(NASDAQ Mutual Funds) As of Sep 3, 2025 08:00 PM ET
$14.99 USD
0.00 (NA)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.63 | 77 |
| 3 months | 3.74 | 84 |
| 6 months | 2.94 | 84 |
| 1 Year | 6.73 | 80 |
| 3 Year | 6.10 | 79 |
| 5 Year | 5.49 | 71 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 10.23 |
| 5 Year | 6.21 |
| 10 Year | NA |
| Since Inception | 6.13 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.02 | 2.52 | NA | NA |
| 2024 | 2.25 | -0.20 | 7.28 | -2.73 |
| 2023 | 1.00 | 1.49 | -2.79 | 8.40 |
| 2022 | -3.47 | -8.10 | -4.94 | 8.18 |
| 2021 | 1.98 | 4.40 | 0.05 | 3.46 |
| 2020 | -11.78 | 10.51 | 3.13 | 7.28 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.63 | 6.48 | 8.03 | -8.78 | 10.23 | 7.86 | 19.38 | -4.81 |
| % Total Return Rel to Index | -2.95 | -18.53 | -18.21 | 9.42 | -18.45 | -10.54 | -12.10 | -0.42 |
| % Total Return Rel to Peer | -1.57 | -3.43 | -5.12 | 4.18 | -1.27 | -2.82 | 2.18 | 1.67 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 4.00 | 5.00 | 3.00 | 2.00 |
| % Dividends | 0.27 | 0.55 | 0.51 | 0.45 | 0.39 | 0.38 | 0.41 | 0.42 |
| % Yield | 1.77 | 3.59 | 3.57 | 3.03 | 2.22 | 2.36 | 2.61 | 3.00 |
| Capital Gains ($) | 0.00 | 0.50 | 0.00 | 0.42 | 0.76 | 0.07 | 0.12 | 0.53 |
| Expense Ratio | 0.56 | 0.56 | 0.55 | 0.54 | 0.53 | 0.56 | 0.57 | 0.58 |
* 1 = Top 20%, 5 = Bottom 20%