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Hartford Moderate Allocation R4 HBASX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 12.58  /  −0.24 %
  • Total Assets 317.3 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.95%
  • Turnover 22%

USD | NAV as of Jun 22, 2024 | 1-Day Return as of Jun 22, 2024, 12:27 AM GMT+0

Morningstar’s Analysis HBASX

Will HBASX outperform in future?

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

Hartford Moderate Allocation R4's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 second-costliest quintile among peers.

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Portfolio Holdings HBASX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 85.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Equity F

18.74 57.6 Mil

Hartford Core Bond ETF

14.19 43.6 Mil

Hartford World Bond F

9.77 30.0 Mil

Hartford Schroders Core Fixed Income F

8.00 24.6 Mil

Hartford International Opportunities F

6.80 20.9 Mil

Hartford Large Cap Growth ETF

6.66 20.5 Mil

Hartford Multifactor US Equity ETF

5.92 18.2 Mil

Hartford Multifactor Dev Mkts (exUS) ETF

5.39 16.5 Mil

Hartford Equity Income F

5.15 15.8 Mil

Hartford Strategic Income F

5.01 15.4 Mil