The Hartford Balanced Income Fund Class R3

The Hartford Balanced Income Fund Class R3verified

HBLRX

Price:

$15.4

Market Cap:

$11.76B

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 ROE as of December 2025 (TTM) for The Hartford Balanced Income Fund Class R3 (HBLRX) is -12.39%

According to The Hartford Balanced Income Fund Class R3’s latest financial reports and current stock price. The company's current ROE is -12.39%. This represents a change of -17322.59% compared to the average of 0.07% of the last 4 quarters.

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

How has HBLRX ROE performed in the past?

The mean historical ROE of The Hartford Balanced Income Fund Class R3 over the last ten years is 2.53%. The current -12.39% ROE has changed -590.50% with respect to the historical average. Over the past ten years (40 quarters), HBLRX's ROE was at its highest in in the September 2020 quarter at 6.49%. The ROE was at its lowest in in the March 2020 quarter at -6.86%.

Quarterly (TTM)
Annual

Average

2.53%

Median

3.38%

Minimum

-13.13%

Maximum

11.37%

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

Discovering the peaks and valleys of The Hartford Balanced Income Fund Class R3 ROE, 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 = 967.26%

Maximum Annual ROE = 11.37%

Minimum Annual Increase = -276.28%

Minimum Annual ROE = -13.13%

Quarterly (TTM)
Annual
YearROEChange
2022-13.13%-256.32%
20218.40%967.26%
20200.79%-91.10%
20198.84%-276.28%
2018-5.02%-146.10%
201710.88%139.73%
20164.54%-224.95%
2015-3.63%-263.70%
20142.22%-80.49%
201311.37%117.51%

The Hartford Balanced Income Fund Class R3 (HBLRX) Average ROE

How has HBLRX ROE performed in the past?

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

3-year avg

-1.31%

5-year avg

-0.02%

10-year avg

2.53%

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

How is HBLRX’s ROE compared to its peers?

The Hartford Balanced Income Fund Class R3’s ROE is less than The Hartford Balanced Income Fund Class R6 (0%), less than The Hartford Balanced Income Fund Class R5 (0%), less than Victory Sycamore Established Value Fund Class R (0%), less than Victory Sycamore Established Value Fund Class R6 (0%), less than MFS Series Trust I MFS Research International Fund Class A (0%), less than Victory Sycamore Established Value Fund Class I (0%), less than T. Rowe Price Real Assets Fund, Inc. (0%), less than T. Rowe Price Retirement 2055 Fund Advisor Class (0%), less than Schwab Capital Trust - Schwab International Index Fund (11.99%), less than Vanguard LifeStrategy Conservative Growth Fund Investor Shares (0%),

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