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

(NASDAQ Mutual Funds) As of Mar 31, 2026 05:57 PM ET

$14.44 USD

+0.12 (0.84%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.91 45
3 months 4.21 52
6 months 6.74 71
1 Year 11.04 81
3 Year 9.55 81
5 Year 5.78 66
10 Year 7.20 64

* 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) 330.11

Load Adjusted Returns as of Feb 28, 2026

1 Year 4.99
5 Year 3.70
10 Year 6.08
Since Inception 6.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 3.9110.766.227.67-9.089.897.5018.93-5.0611.5011.14
% Total Return Rel to Index 0.40-7.45-18.79-18.569.11-18.79-10.89-12.56-0.67-10.29-0.78
% Total Return Rel to Peer -0.39-3.73-3.69-5.483.88-1.61-3.171.731.43-1.954.87
% Perf Quintile vs Peer* 4.004.000.005.001.004.005.003.002.004.001.00
% Dividends 0.000.490.500.470.400.340.340.360.380.350.34
% Yield 0.003.093.263.142.701.922.062.312.662.222.34
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%