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Morningstar

Hartford Growth Allocation R3 HRARX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 13.21  /  −0.38 %
  • Total Assets 523.9 Mil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.23%
  • Turnover 25%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis HRARX

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

  • People Pillar

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

Hartford Growth Allocation R3's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings HRARX

More HRARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Equity F

20.99 113.9 Mil
—

Hartford Multifactor US Equity ETF

9.42 51.1 Mil
—

Hartford Large Cap Growth ETF

9.41 51.0 Mil
—

Hartford Equity Income F

8.47 45.9 Mil
—

Hartford International Opportunities F

8.30 45.0 Mil
—

Hartford Core Bond ETF

6.66 36.1 Mil
—

Hartford Schroders Intl Multi-Cp Val F

6.32 34.3 Mil
—

Hartford Multifactor Dev Mkts (exUS) ETF

6.16 33.4 Mil
—

Hartford World Bond F

4.72 25.6 Mil
—

Hartford International Growth F

3.91 21.2 Mil
—