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Hartford Moderate Allocation R5 HBATX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 12.81  /  0.00
  • Total Assets 318.4 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.18%
  • Turnover 22%

USD | NAV as of Jul 23, 2024 | 1-Day Return as of Jul 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis HBATX

Will HBATX outperform in future?

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

Hartford Moderate Allocation R5's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings HBATX

  • 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

18.73 59.0 Mil

Hartford Core Bond ETF

14.03 44.2 Mil

Hartford World Bond F

9.58 30.2 Mil

Hartford Schroders Core Fixed Income F

7.98 25.1 Mil

Hartford International Opportunities F

6.95 21.9 Mil

Hartford Large Cap Growth ETF

6.90 21.7 Mil

Hartford Multifactor US Equity ETF

6.00 18.9 Mil

Hartford Multifactor Dev Mkts (exUS) ETF

5.51 17.4 Mil

Hartford Equity Income F

5.12 16.1 Mil

Hartford Strategic Income F

4.95 15.6 Mil