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

(NASDAQ Mutual Funds) As of Sep 23, 2026 05:44 PM ET

$14.86 USD

-0.12 (-0.80%)

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 Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.45 81
3 months 1.76 27
6 months 1.49 88
1 Year 8.33 85
3 Year 9.11 84
5 Year 4.09 79
10 Year 6.10 72

* 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 Aug 31, 2026

1 Year 9.00
5 Year 4.23
10 Year 6.17
Since Inception 7.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.10 3.60 NA NA
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 5.4410.756.107.53-9.119.817.3918.90-5.1711.4311.19
% Total Return Rel to Index -5.52-7.46-18.91-18.709.08-18.87-11.00-12.58-0.78-10.36-0.74
% Total Return Rel to Peer -2.81-3.75-3.81-5.623.84-1.69-3.281.701.32-2.034.92
% Perf Quintile vs Peer* 4.005.005.005.001.004.005.003.002.004.001.00
% Dividends 0.230.480.490.450.390.320.330.350.370.340.34
% Yield 1.492.983.033.002.591.821.982.212.582.182.33
Capital Gains ($) 0.000.640.500.000.420.760.070.120.530.430.15
Expense Ratio 0.990.970.960.950.940.940.950.970.970.940.95

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