Advertisement
Skip to Content

Hartford Moderate Allocation R5 HBATX

Quantitative rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 11.23  /  0.80 %
  • Total Assets 334.5 Mil
  • Adj. Expense Ratio
    0.280%
  • Expense Ratio 0.780%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.26%
  • Turnover 50%

Morningstar’s Analysis HBATX

Will HBATX outperform in future?

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

Summary

|

Strength in Hartford Moderate Allocation R5’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor