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Hartford Moderate Allocation R3 HBARX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 12.11  /  +0.58 %
  • Total Assets 320.3 Mil
  • Adj. Expense Ratio
    1.370%
  • 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.

Hartford Moderate Allocation R3's Average People Pillar and Process 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.

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Portfolio Holdings HBARX

  • 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