The Hartford Balanced Income Fund (HBLYX) Alternatives
The Hartford Balanced Income Fund (HBLYX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HBLYX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HBLYX
HBLYX charges 0.64% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among HBLYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | HBLYX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | HBLYX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | HBLYX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | HBLYX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | HBLYX vs BWBIX |
Best Risk-Adjusted Alternatives to HBLYX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | HBLYX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | HBLYX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | HBLYX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | HBLYX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | HBLYX vs PMAIX |
Top Performing HBLYX Alternatives (YTD)
HBLYX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | HBLYX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | HBLYX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | HBLYX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | HBLYX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | HBLYX vs TPDAX |
Lowest Volatility Alternatives to HBLYX
HBLYX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | HBLYX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | HBLYX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | HBLYX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | HBLYX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | HBLYX vs SICIX |
Lowest Drawdown Alternatives to HBLYX
HBLYX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | HBLYX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | HBLYX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | HBLYX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | HBLYX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | HBLYX vs SICIX |
Other Mutual Funds from Hartford
Most popular Hartford mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 28 | -10.11% | Feb 19, 2002 | HBLYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 74 | -1.37% | May 30, 2007 | HBLYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 36 | -3.42% | Dec 19, 1985 | HBLYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 48 | -4.23% | Apr 30, 1998 | HBLYX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 41 | -2.90% | Jul 22, 1996 | HBLYX vs HDGYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 38 | 0.83% | Aug 28, 2003 | HBLYX vs HQIYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 91 | 3.71% | May 27, 2010 | HBLYX vs HILYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 26 | -10.11% | Feb 19, 2002 | HBLYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 91 | 3.88% | — | HBLYX vs SEMNX | |
| The Hartford World Bond Fund | Global Bonds | 42 | -1.10% | May 30, 2011 | HBLYX vs HWDIX |
Often Compared With HBLYX
What investors most often compare with HBLYX, based on PortfoliosLab usage data.
Compare HBLYX with Any Fund or Stock
Compare HBLYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.