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The Hartford Balanced Income Fund Class R4: (MF: HBLSX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:35 PM ET

$14.58 USD

+0.03 (0.21%)

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 3.89 46
3 months 4.23 52
6 months 6.73 71
1 Year 11.01 81
3 Year 9.47 82
5 Year 5.70 67
10 Year 7.13 65

* 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 Feb 28, 2026

1 Year 10.75
5 Year 4.75
10 Year 6.58
Since Inception 7.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.97 2.34 2.97 2.05
2024 2.14 -0.23 7.14 -2.82
2023 0.89 1.38 -2.87 8.24
2022 -3.55 -8.22 -5.03 8.12
2021 1.88 4.34 -0.04 3.34

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.8910.756.107.53-9.119.817.3918.90-5.1711.4311.19
% Total Return Rel to Index 0.32-7.46-18.91-18.709.08-18.87-11.00-12.58-0.78-10.36-0.74
% Total Return Rel to Peer -0.47-3.75-3.81-5.623.84-1.69-3.281.701.32-2.034.92
% Perf Quintile vs Peer* 4.004.000.005.001.004.005.003.002.004.001.00
% Dividends 0.000.480.490.450.390.320.330.350.370.340.34
% Yield 0.002.983.163.032.591.821.982.212.582.182.33
Capital Gains ($) 0.000.640.500.000.420.760.070.120.530.430.15
Expense Ratio 0.000.970.960.950.940.940.950.970.970.940.95

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