Hartford balanced income

Hartford balanced income DEFAULT

NAV / 1-Day Return

16.62  /  0.18 %


Longest Manager Tenure

15.21 years


Allocation--30% to 50% Equity

Investment Style

Large Value

Credit Quality / Interest Rate Sensitivity

Low / Extensive


Will HBLAX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HBLAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the HBLAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

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The Parent Pillar is our rating of HBLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Equity Manager Reckmeyer Retiring, Passing Reins to Long-Tenured Associate; Maintaining Ratings

Analyst Note

| Patricia Oey |

On Oct. 5, 2021, Michael Reckmeyer, lead equity manager on Hartford Balanced Income since July 2008, announced he plans to retire June 30, 2022. Matthew Hand, who has worked with Reckmeyer since 2004, will take over as sole lead equity manager upon Reckmeyer's retirement. This planned transition has been in the works for many years, as Hand has taken on more decision-making responsibilities on this strategy and has been running his own concentrated portfolio for the past two years. In addition, he has been instrumental in incorporating data science and environmental, social, and governance considerations into the investment process. At this time, we are maintaining our People rating of Above Average and our Morningstar Analyst Rating of Silver for the lowest-cost share class. We are maintaining our Morningstar Analyst Rating of Bronze and Neutral for the more expensive share classes.

Sours: https://www.morningstar.com/funds/xnas/hblax/quote


(as of 9/30/2021)

Overall, 5 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 5 stars, rated against 480, 480, 427 and 275 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.



Allocation--30% to 50% Equity Category

Based on Risk-Adjusted Returns

Sours: https://www.hartfordfunds.com/funds/balin.html
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The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.

All managed funds data located on FT.com is subject to the FT Terms & Conditions

All content on FT.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2021
All Rights reserved


© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Pricing for ETFs is the latest price and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions.

Sours: https://markets.ft.com/data/funds/tearsheet/summary?s=HBLFX
Achieving Consistent Profitability As A Trader - Staying Balanced
CategoryMix Tgt All Mod
Portfolio StyleIncome
Fund FamilyHartford Funds A
Fund StatusOpen
Fund InceptionJuly 31, 2006

Team Managed

The Fund seeks to provide current income with growth of capital as a secondary objective. Under normal circumstances, the Fund will target an allocation of approximately 45% equity securities and 55% fixed income investments, with the allocation generally varying by no more than 5%.

Front load5.5%
Deferred loadN/A
Max. redemption feeN/A
Total expense ratio0.89%
12 b-10.25%
Standard deviation2.88
R. squared0.88
Standard (taxable)$2,000
Fund ReturnCategory1Index (S&P 500)% rank in categoryQuintile rank
  • 1Mixed-Asset Target Allocation Moderate
  • 23, 5 and 10 Year Returns are Annualized

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Sours: https://www.marketwatch.com/investing/fund/hblax

Balanced income hartford


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