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Morningstar

Hartford Moderate Allocation C HBACX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 10.96  /  0.09 %
  • Total Assets 296.4 Mil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 1.840%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.95%
  • Turnover 50%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:16 PM GMT+0

Morningstar’s Analysis HBACX

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

People Pillar

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

A drop in its Process Pillar rating is the primary driver of Hartford Moderate Allocation C's downgrade to a Morningstar Medalist Rating of Negative from 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 HBACX

More HBACX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 17
  • % Assets in Top 10 Holdings 86.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Equity F

18.76
59,570,911
—

Hartford Core Bond ETF

13.84
43,952,823
—

Hartford Schroders Sustainable Cr Bd F

13.61
43,221,920
—

Hartford World Bond F

8.77
27,836,028
—

Hartford Multifactor US Equity ETF

5.67
18,014,742
—

Hartford Large Cap Growth ETF

5.59
17,742,612
—

Hartford Multifactor Dev Mkts (exUS) ETF

5.17
16,411,903
—

Hartford International Opportunities F

5.05
16,029,807
—

Hartford Equity Income F

4.99
15,857,958
—

Hartford Schroders Intl Multi-Cp Val F

4.92
15,626,110
—