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Hartford Moderate Allocation R4 HBASX

Quantitative rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 11.21  /  0.80 %
  • Total Assets 331.8 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 1.090%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.82%
  • Turnover 50%

Morningstar’s Analysis HBASX

Will HBASX 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 R4's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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