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Morningstar

Hartford Moderate Allocation I HBAIX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis HBAIX

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

People Pillar

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

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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