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CLNAX vs HBLIX

Both CLNAX and HBLIX are mutual funds. Below is the comparison between CLNAX and HBLIX.

CLNAX HBLIX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--30% to 50% Equity U.S. Balanced: Allocation--30% to 50% Equity
Family Columbia Threadneedle Hartford Mutual Funds
Net Assets N/A $4.65B
Expense Ratio N/A 0.63%
Management Style active active
Dividend Yield N/A 2.26%
Minimum Investment $2,000.00 $2,000.00
YTD Return 0.37% 7.00%
1-Year Return 5.32% 5.72%
3-Year Return 6.46% 10.26%
5-Year Return N/A 8.85%
10-Year Return N/A 8.76%

CLNAX description

null

CLNAX performance & returns

YTD Return 0.37%
1-Month Return 0.89%
3-Month Return 5.32%
1-Year Return 5.32%
3-Year Return 6.46%
5-Year Return N/A
10-Year Return N/A
CLNAX expense ratio is N/A.

CLNAX holdings

Top 10 Holdings (56.96% of Total Assets)

Name Symbol % Assets
10 Year Treasury Note Future Dec 20 ZNZ0 12.04%
E-mini S&P 500 Future Dec 20 ESZ0 11.64%
SPDR® Blackstone / GSO Senior Loan ETF SRLN 7.32%
Columbia Short-Term Cash N/A 6.57%
Barclays Bk Pfd 17.53% N/A 3.34%
BNP Paribas Issuance B.V. 16.17% N/A 3.30%
Ubs Ag London Brh Pfd 16.07% N/A 3.28%
Credit Suisse Ag London Brh Pfd 17.1% N/A 3.20%
Jefferies Grp Llc / Jefferies Grp Ca Pfd 15.41% N/A 3.17%
SPDR® Blmbg Barclays Convert Secs ETF CWB 3.10%

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HBLIX description

The Fund seeks to provide current income with growth of capital as a secondary objective. Under normal circumstances, the Fund will target an allocation of approximately 45% equity securities and 55% fixed income investments, with the allocation generally varying by no more than 5%.

HBLIX performance & returns

YTD Return 7.00%
1-Month Return 1.47%
3-Month Return 5.72%
1-Year Return 5.72%
3-Year Return 10.26%
5-Year Return 8.85%
10-Year Return 8.76%
HBLIX expense ratio is 0.63%.

HBLIX holdings

Top 10 Holdings (19.90% of Total Assets)

Name Symbol % Assets
Us 10yr Note (Cbt)dec20 Xcbt 20201221 N/A 4.74%
Us 5yr Note (Cbt) Dec20 Xcbt 20201231 N/A 4.46%
Johnson & Johnson JNJ 1.49%
Pfizer Inc PFE 1.40%
Comcast Corp Class A CMCSA 1.37%
Verizon Communications Inc VZ 1.34%
Medtronic PLC MDT 1.31%
Crown Castle International Corp CCI 1.31%
Bank of America Corp BAC 1.31%
Eaton Corp PLC ETN 1.17%

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