Morningstar

Hartford Moderate Allocation Fund Class R5 HBATX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $14.31  /  +0.42 %
  • Fund Size $321.4M
  • Adjusted Expense Ratio 0.790%
  • Net Expense Ratio 0.290%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.26%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis HBATX

Will HBATX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HBATX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HBATX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HBATX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Moderate Allocation R5 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings HBATX

More HBATX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Bond ETF

14.86 48M
—

Hartford Core Equity F

10.99 35M
—

Hartford World Bond F

9.83 32M
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Hartford Alpha Capture Value ETF

7.98 26M
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Hartford Strategic Income ETF

6.89 22M
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Hartford Alpha Capture Growth ETF

6.82 22M
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Hartford Schroders Core Fixed Income F

6.34 20M
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Hartford Large Cap Growth ETF

6.06 20M
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Hartford Multifactor Dev Mkts (exUS) ETF

5.02 16M
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Hartford Equity Income F

4.48 14M
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