Morningstar

Hartford Moderate Allocation Fund Class R3 HBARX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $13.93  /  +0.43 %
  • Fund Size $321.4M
  • Adjusted Expense Ratio 1.400%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.71%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis HBARX

Will HBARX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Moderate Allocation R3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings HBARX

More HBARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Bond ETF

14.86 48M
—

Hartford Core Equity F

10.99 35M
—

Hartford World Bond F

9.83 32M
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Hartford Alpha Capture Value ETF

7.98 26M
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Hartford Strategic Income ETF

6.89 22M
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Hartford Alpha Capture Growth ETF

6.82 22M
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Hartford Schroders Core Fixed Income F

6.34 20M
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Hartford Large Cap Growth ETF

6.06 20M
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Hartford Multifactor Dev Mkts (exUS) ETF

5.02 16M
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Hartford Equity Income F

4.48 14M
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