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The Hartford Balanced Income Fund Class R5: (MF: HBLTX)

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

$15.00 USD

-0.06 (-0.40%)

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 2.95 80
3 months 1.02 89
6 months 5.13 61
1 Year 12.34 84
3 Year 8.69 83
5 Year 4.76 70
10 Year 6.66 64

* 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 Apr 30, 2026

1 Year 8.06
5 Year 4.69
10 Year 6.54
Since Inception 7.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.26 NA NA NA
2025 2.98 2.48 3.04 2.05
2024 2.21 -0.23 7.21 -2.68
2023 1.05 1.45 -2.80 8.32
2022 -3.54 -8.08 -4.94 8.11
2021 1.95 4.41 0.02 3.41

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9510.986.417.94-8.8910.127.7019.25-4.8211.6911.45
% Total Return Rel to Index 4.59-7.23-18.61-18.309.31-18.55-10.70-12.23-0.43-10.10-0.48
% Total Return Rel to Peer 0.80-3.51-3.50-5.214.07-1.38-2.982.061.66-1.765.17
% Perf Quintile vs Peer* 1.004.005.005.001.004.005.003.002.004.001.00
% Dividends 0.130.520.530.500.430.370.370.400.410.380.38
% Yield 3.283.253.443.312.882.092.232.502.862.412.55
Capital Gains ($) 0.000.640.500.000.420.760.070.120.530.430.15
Expense Ratio 0.000.670.660.650.640.640.660.670.680.690.70

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