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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 11.93  /  −0.33 %
  • Total Assets 309.4 Mil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • 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 1.17%
  • Turnover 22%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 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.

Hartford Moderate Allocation C'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 most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings HBACX

More HBACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Equity F

18.99 60.8 Mil
—

Hartford Core Bond ETF

14.18 45.4 Mil
—

Hartford World Bond F

9.84 31.5 Mil
—

Hartford Schroders Core Fixed Income F

7.90 25.3 Mil
—

Hartford Large Cap Growth ETF

6.71 21.5 Mil
—

Hartford International Opportunities F

6.61 21.2 Mil
—

Hartford Multifactor US Equity ETF

5.96 19.1 Mil
—

Hartford Multifactor Dev Mkts (exUS) ETF

5.28 16.9 Mil
—

Hartford Strategic Income F

5.28 16.9 Mil
—

Hartford Equity Income F

5.09 16.3 Mil
—