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Hartford Moderate Allocation I HBAIX

Quantitative rating as of
  • NAV / 1-Day Return 11.26  /  0.72 %
  • Total Assets 331.2 Mil
  • Adj. Expense Ratio
    0.260%
  • Expense Ratio 0.770%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.28%
  • Turnover 50%

Morningstar’s Analysis HBAIX

Will HBAIX outperform in future?

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

Summary

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Strength in Hartford Moderate Allocation I’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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