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Morningstar

Hartford Conservative Allocation I HCVIX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 10.60  /  −0.19 %
  • Total Assets 92.2 Mil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Moderately Conservative Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.71%
  • Turnover 19%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis HCVIX

Will HCVIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HCVIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HCVIX 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 HCVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings HCVIX

More HCVIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Bond ETF

21.10 20.1 Mil
—

Hartford World Bond F

15.87 15.1 Mil
—

Hartford Schroders Core Fixed Income F

12.93 12.3 Mil
—

Hartford Core Equity F

11.38 10.8 Mil
—

Hartford Strategic Income F

8.55 8.2 Mil
—

Hartford Large Cap Growth ETF

4.99 4.8 Mil
—

Hartford Inflation Plus F

4.98 4.8 Mil
—

Hartford Multifactor US Equity ETF

3.92 3.7 Mil
—

Hartford International Opportunities F

3.27 3.1 Mil
—

Hartford Multifactor Dev Mkts (exUS) ETF

2.88 2.7 Mil
—