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Morningstar

Hartford Conservative Allocation A HCVAX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 10.59  /  −0.19 %
  • Total Assets 92.4 Mil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.47%
  • Turnover 19%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis HCVAX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hartford Conservative Allocation A to 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 second-highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings HCVAX

More HCVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Bond ETF

21.06 20.0 Mil
—

Hartford World Bond F

16.17 15.3 Mil
—

Hartford Schroders Core Fixed Income F

12.85 12.2 Mil
—

Hartford Core Equity F

11.46 10.9 Mil
—

Hartford Strategic Income F

8.54 8.1 Mil
—

Hartford Inflation Plus F

4.97 4.7 Mil
—

Hartford Large Cap Growth ETF

4.95 4.7 Mil
—

Hartford Multifactor US Equity ETF

3.81 3.6 Mil
—

Hartford International Opportunities F

3.23 3.1 Mil
—

Hartford Equity Income F

2.88 2.7 Mil
—