HBATX – Hartford Moderate Allocation R5 Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks long-term capital appreciation and income. The fund seeks to meet its investment objective through investment in a combination of other mutual funds and ETFs advised by Hartford Funds Management Company, LLC or a wholly owned subsidiary of the Investment Manager (the "underlying funds"). The underlying funds, include fixed income funds, equity funds and funds that may have exposures to alternative asset classes, including commodities. The Investment Manager anticipates allocating approximately 45%-75% of the fund's total assets to the equity component and approximately 25%-55% of the fund's total assets to the fixed income component.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HBAIX	Hartford Moderate Allocation Fund Class I	Institutional	Open			Aug 31, 2006	$10.62M	0.790%	Average	$2,000	−$744,734.66
HBADX	Hartford Moderate Allocation Fund Class F	Institutional	Open			Feb 28, 2017	$891,994.00	0.680%	Below Average	$1M	−$110,080.97
HBAAX	Hartford Moderate Allocation Fund Class A	Front Load	Open			May 28, 2004	$280.09M	1.050%	Average	$2,000	−$27.14M
HBACX	Hartford Moderate Allocation Fund Class C	Level Load	Open			May 28, 2004	$6.15M	1.890%	Above Average	$2,000	−$1.39M
HBATX	Hartford Moderate Allocation Fund Class R5	Retirement, Large	Open			Dec 22, 2006	$13.43M	0.790%	Above Average	$0	$1.62M
HBASX	Hartford Moderate Allocation Fund Class R4	Retirement, Medium	Open			Dec 22, 2006	$2.81M	1.100%	Below Average	$0	−$328,270.00
HBARX	Hartford Moderate Allocation Fund Class R3	Retirement, Medium	Open			Dec 22, 2006	$9.43M	1.400%	High	$0	$66,994.00

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