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Hartford Conservative Allocation C HCVCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 10.78  /  +0.47 %
  • Total Assets 95.2 Mil
  • Adj. Expense Ratio
    1.870%
  • Expense Ratio 1.870%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.76%
  • Turnover 19%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis HCVCX

Will HCVCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hartford Conservative Allocation C to a Morningstar Medalist Rating of Negative.

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 HCVCX

  • 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