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.
Hartford Moderate Allocation R3 HBARX
- NAV / 1-Day Return 12.11 / +0.58 %
- Total Assets 320.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.370%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.68%
- Turnover 22%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0
Morningstar’s Analysis HBARX
Will HBARX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 85.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Hartford Core Equity F | 18.98 | 59.9 Mil | — |
Hartford Core Bond ETF | 14.26 | 45.0 Mil | — |
Hartford World Bond F | 9.91 | 31.3 Mil | — |
Hartford Schroders Core Fixed Income F | 7.90 | 25.0 Mil | — |
Hartford Large Cap Growth ETF | 6.70 | 21.2 Mil | — |
Hartford International Opportunities F | 6.41 | 20.2 Mil | — |
Hartford Multifactor US Equity ETF | 5.84 | 18.5 Mil | — |
Hartford Strategic Income F | 5.43 | 17.1 Mil | — |
Hartford Multifactor Dev Mkts (exUS) ETF | 5.23 | 16.5 Mil | — |
Hartford Equity Income F | 5.08 | 16.0 Mil | — |