Hartford Conservative Allocation C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Hartford Conservative Allocation Fund Class C HCVCX
- NAV / 1-Day Return 12.29 / −0.57 %
- Total Assets 140.2M
-
Adj. Expense Ratio
1.820%
- Expense Ratio 1.330%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Global Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.32%
- Turnover 27%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis HCVCX
Will HCVCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the HCVCX 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 HCVCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 86.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Hartford World Bond F | 17.67 | 25M | — |
Hartford Core Bond ETF | 17.20 | 24M | — |
Hartford Schroders Core Fixed Income F | 10.90 | 15M | — |
Hartford Strategic Income ETF | 10.81 | 15M | — |
Hartford Core Equity F | 9.93 | 14M | — |
Hartford Inflation Plus F | 5.85 | 8M | — |
Hartford Equity Income F | 4.64 | 7M | — |
Hartford Large Cap Growth ETF | 4.50 | 6M | — |
Hartford Multifactor Dev Mkts (exUS) ETF | 2.58 | 4M | — |
Hartford International Opportunities F | 2.54 | 4M | — |
United States