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The Hartford Balanced Income Fund Class C: (MF: HBLCX)

(NASDAQ Mutual Funds) As of Mar 11, 2026 05:44 PM ET

$14.39 USD

-0.09 (-0.62%)

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 3.85 47
3 months 4.09 56
6 months 6.38 75
1 Year 10.23 85
3 Year 8.74 86
5 Year 4.99 76
10 Year 6.40 75

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -28.97
Bull Market (2/09 - 3/21) 279.17

Load Adjusted Returns as of Feb 28, 2026

1 Year 8.77
5 Year 4.01
10 Year 5.84
Since Inception 5.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.72 2.21 2.79 1.79
2024 1.94 -0.42 6.98 -2.93
2023 0.74 1.23 -3.05 8.03
2022 -3.74 -8.31 -5.16 7.88
2021 1.68 4.19 -0.22 3.12

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.859.875.426.81-9.709.016.7218.02-5.7910.7010.36
% Total Return Rel to Index 0.37-8.34-19.59-19.438.49-19.67-11.67-13.47-1.39-11.08-1.57
% Total Return Rel to Peer -0.42-4.63-4.49-6.343.25-2.49-3.960.820.70-2.754.09
% Perf Quintile vs Peer* 4.005.000.005.001.004.005.003.003.004.001.00
% Dividends 0.000.370.390.360.290.210.230.260.270.240.25
% Yield 0.002.412.572.441.981.241.411.671.951.591.73
Capital Gains ($) 0.000.640.500.000.420.760.070.120.530.430.15
Expense Ratio 0.001.651.641.631.621.611.641.651.661.661.69

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