Skip to Content

Hartford Conservative Allocation C HCVCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 10.64  /  −0.09 %
  • Total Assets 95.3 Mil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.76%
  • Turnover 19%

USD | NAV as of Mar 04, 2024 | 1-Day Return as of Mar 04, 2024, 11:15 PM GMT+0

Morningstar’s Analysis HCVCX

Will HCVCX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hartford Conservative Allocation C to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HCVCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 90.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Bond ETF

21.31 20.2 Mil

Hartford World Bond F

16.26 15.4 Mil

Hartford Schroders Core Fixed Income F

13.05 12.4 Mil

Hartford Core Equity F

11.71 11.1 Mil

Hartford Strategic Income F

8.52 8.1 Mil

Hartford Inflation Plus F

5.00 4.7 Mil

Hartford Large Cap Growth ETF

4.50 4.3 Mil

Hartford Multifactor US Equity ETF

3.65 3.5 Mil

Hartford International Opportunities F

3.13 3.0 Mil

Hartford Equity Income F

2.92 2.8 Mil