Hartford Moderate Allocation F holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Hartford Moderate Allocation Fund Class F HBADX
- NAV / 1-Day Return 14.28 / +0.28 %
- Total Assets 330.3M
-
Adj. Expense Ratio
0.680%
- Expense Ratio 0.180%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Global Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.32%
- Turnover 39%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis HBADX
Will HBADX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the HBADX 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 HBADX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 80.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Hartford Core Equity F | 15.53 | 51M | — |
Hartford World Bond F | 11.53 | 38M | — |
Hartford Core Bond ETF | 11.41 | 37M | — |
Hartford Equity Income F | 7.21 | 24M | — |
Hartford Strategic Income ETF | 7.09 | 23M | — |
Hartford Large Cap Growth ETF | 6.97 | 23M | — |
Hartford Schroders Core Fixed Income F | 6.38 | 21M | — |
Hartford International Opportunities F | 5.19 | 17M | — |
Hartford Multifactor Dev Mkts (exUS) ETF | 4.98 | 16M | — |
Hartford Schroders Intl Cntrrn Val F | 3.97 | 13M | — |
United States