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Morningstar

Hartford Moderate Allocation R3 HBARX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 10.74  /  0.19 %
  • Total Assets 294.3 Mil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.58%
  • Turnover 50%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis HBARX

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

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hartford Moderate Allocation R3 to a Morningstar Medalist Rating of Negative.

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
Rated on Published on

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Portfolio Holdings HBARX

More HBARX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 17
  • % Assets in Top 10 Holdings 86.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Equity F

18.65
57,325,368
—

Hartford Core Bond ETF

14.19
43,610,292
—

Hartford Schroders Sustainable Cr Bd F

13.76
42,303,135
—

Hartford World Bond F

8.83
27,140,464
—

Hartford Multifactor US Equity ETF

5.79
17,804,723
—

Hartford Large Cap Growth ETF

5.65
17,366,416
—

Hartford Multifactor Dev Mkts (exUS) ETF

5.16
15,874,303
—

Hartford International Opportunities F

4.93
15,156,946
—

Hartford Equity Income F

4.85
14,896,420
—

Hartford Schroders Intl Multi-Cp Val F

4.80
14,763,296
—