Morningstar

Hartford Moderately Aggressive Allocation Fund Class R5 HRATX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $16.95  /  +0.53 %
  • Fund Size $577.8M
  • Adjusted Expense Ratio 0.790%
  • Net Expense Ratio 0.260%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Global Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.58%
  • Turnover Ratio 37%
NAV and 1-Day Return as of

Morningstar’s Analysis HRATX

Will HRATX 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 HRATX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HRATX 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 HRATX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Moderately Aggressive Allc R5 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HRATX

More HRATX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Equity F

15.03 87M
—

Hartford Alpha Capture Value ETF

10.64 62M
—

Hartford Alpha Capture Growth ETF

9.09 53M
—

Hartford Large Cap Growth ETF

8.59 50M
—

Hartford Core Bond ETF

7.33 43M
—

Hartford Equity Income F

6.48 38M
—

Hartford Multifactor Dev Mkts (exUS) ETF

6.11 35M
—

Hartford International Opportunities F

5.29 31M
—

Hartford International Growth F

5.12 30M
—

Hartford Schroders Intl Cntrrn Val F

5.02 29M
—

Sponsor Center