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Morningstar

Hartford Moderate Allocation R4 HBASX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 11.92  /  −0.17 %
  • Total Assets 307.7 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 Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 11:37 PM GMT+0

Morningstar’s Analysis HBASX

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

  • People Pillar

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

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.

by Morningstar Manager Research
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Portfolio Holdings HBASX

More HBASX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Equity F

18.98 59.9 Mil
—

Hartford Core Bond ETF

14.26 45.0 Mil
—

Hartford World Bond F

9.91 31.3 Mil
—

Hartford Schroders Core Fixed Income F

7.90 25.0 Mil
—

Hartford Large Cap Growth ETF

6.70 21.2 Mil
—

Hartford International Opportunities F

6.41 20.2 Mil
—

Hartford Multifactor US Equity ETF

5.84 18.5 Mil
—

Hartford Strategic Income F

5.43 17.1 Mil
—

Hartford Multifactor Dev Mkts (exUS) ETF

5.23 16.5 Mil
—

Hartford Equity Income F

5.08 16.0 Mil
—