The Hartford Balanced Income Fund Class R3

The Hartford Balanced Income Fund Class R3verified

HBLRX

Price:

$14.72

Market Cap:

$11.27B

The investment seeks to provide current income with growth of capital as a secondary objective. The fund targets an allocation of approximately 45% equity securities and 55% fixed income investments, with the allocation generally varying by no more than +/-5%. The equity portion of the fund invests primarily in common stocks with a history of above-average dividends or expectations of increasing dividends. It may invest up to 20% of the fixed income portion of the portfolio in domestic non-investment grade debt.

Industry

Asset Management - Income

IPO Date

2010-05-28

Stock Exchange

NASDAQ

Ticker

HBLRX

The Enterprise Value as of December 2025 (TTM) for The Hartford Balanced Income Fund Class R3 (HBLRX) is 11.27B

According to The Hartford Balanced Income Fund Class R3’s latest financial reports and current stock price. The company's current Enterprise Value is 11.27B. This represents a change of 4.98% compared to the average of 10.73B of the last 4 quarters.

The Hartford Balanced Income Fund Class R3 (HBLRX) Historical Enterprise Value (quarterly & annually)

How has HBLRX Enterprise Value performed in the past?

The mean historical Enterprise Value of The Hartford Balanced Income Fund Class R3 over the last ten years is 11.09B. The current 11.27B Enterprise Value has changed 10.05% with respect to the historical average. Over the past ten years (40 quarters), HBLRX's Enterprise Value was at its highest in in the June 2021 quarter at 12.91B. The Enterprise Value was at its lowest in in the September 2013 quarter at 9.99B.

Quarterly (TTM)
Annual

Average

11.09B

Median

10.84B

Minimum

10.13B

Maximum

12.60B

The Hartford Balanced Income Fund Class R3 (HBLRX) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of The Hartford Balanced Income Fund Class R3 Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 15.04%

Maximum Annual Enterprise Value = 12.60B

Minimum Annual Increase = -14.22%

Minimum Annual Enterprise Value = 10.13B

Quarterly (TTM)
Annual
YearEnterprise ValueChange
202210.81B-14.22%
202112.60B2.74%
202012.26B4.54%
201911.73B15.04%
201810.20B-11.24%
201711.49B5.76%
201610.86B7.26%
201510.13B-4.50%
201410.60B3.36%
201310.26B7.81%

The Hartford Balanced Income Fund Class R3 (HBLRX) Average Enterprise Value

How has HBLRX Enterprise Value performed in the past?

The current Enterprise Value of The Hartford Balanced Income Fund Class R3 (HBLRX) is less than than its 3-year, less than than its 5-year, and greater than its 10-year historical averages

3-year avg

11.89B

5-year avg

11.52B

10-year avg

11.09B

The Hartford Balanced Income Fund Class R3 (HBLRX) Enterprise Value vs. Peers

How is HBLRX’s Enterprise Value compared to its peers?

The Hartford Balanced Income Fund Class R3’s Enterprise Value is greater than The Hartford Balanced Income Fund Class R6 (0), greater than The Hartford Balanced Income Fund Class R5 (0), greater than Victory Sycamore Established Value Fund Class R (0), greater than Victory Sycamore Established Value Fund Class R6 (0), less than MFS Series Trust I MFS Research International Fund Class A (0), greater than Victory Sycamore Established Value Fund Class I (0), less than T. Rowe Price Real Assets Fund, Inc. (0), greater than T. Rowe Price Retirement 2055 Fund Advisor Class (0), greater than Schwab Capital Trust - Schwab International Index Fund (-8498090638.00), greater than Vanguard LifeStrategy Conservative Growth Fund Investor Shares (0),

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Frequently asked questions❓

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How does the current Enterprise Value for The Hartford Balanced Income Fund Class R3 (HBLRX) compare to its historical average?