Advertisement
Skip to Content

Hartford Conservative Allocation R3 HCVRX

Quantitative rating as of
  • NAV / 1-Day Return 10.23  /  0.10 %
  • Total Assets 108.4 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 1.430%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.82%
  • Turnover 50%

Morningstar’s Analysis HCVRX

Will HCVRX outperform in future?

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

Summary

|

Hartford Conservative Allocation R3 earns a Morningstar Quantitative Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. 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.

Unlock our full analysis with Morningstar Investor