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The Hartford Balanced Income Fund Class A: (MF: HBLAX)

(NASDAQ Mutual Funds) As of Jun 3, 2026 05:37 PM ET

$14.88 USD

-0.05 (-0.33%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.77 83
3 months 0.90 90
6 months 4.99 63
1 Year 11.98 86
3 Year 8.42 84
5 Year 4.52 74
10 Year 6.41 67

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -28.25
Bull Market (2/09 - 3/21) 333.99

Load Adjusted Returns as of Apr 30, 2026

1 Year 2.19
5 Year 3.34
10 Year 5.73
Since Inception 6.23

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.13 NA NA NA
2025 2.87 2.44 3.01 2.02
2024 2.17 -0.28 7.21 -2.75
2023 1.00 1.33 -2.80 8.24
2022 -3.55 -8.18 -5.03 8.10
2021 1.91 4.32 -0.02 3.38

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.7710.766.227.67-9.089.897.5018.93-5.0611.5011.14
% Total Return Rel to Index 4.47-7.45-18.79-18.569.11-18.79-10.89-12.56-0.67-10.29-0.78
% Total Return Rel to Peer 0.68-3.73-3.69-5.483.88-1.61-3.171.731.43-1.954.87
% Perf Quintile vs Peer* 1.005.005.005.001.004.005.003.002.004.001.00
% Dividends 0.120.490.500.470.400.340.340.360.380.350.34
% Yield 3.123.093.263.142.701.922.062.312.662.222.34
Capital Gains ($) 0.000.640.500.000.420.760.070.120.530.430.15
Expense Ratio 0.000.890.880.870.860.860.890.900.910.920.96

* 1 = Top 20%, 5 = Bottom 20%