Morningstar

Hartford Conservative Allocation Fund Class R3 HCVRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 12.40  /  −0.24 %
  • Total Assets 140.9M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 0.870%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Global Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.75%
  • Turnover 27%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HCVRX

Will HCVRX outperform in the 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 HCVRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Conservative Allocation R3 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.

by Morningstar Automated Analysis
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Portfolio Holdings HCVRX

More HCVRX Holdings
  • 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

17.74 25M
—

Hartford Core Bond ETF

17.11 24M
—

Hartford Schroders Core Fixed Income F

10.90 15M
—

Hartford Strategic Income ETF

10.82 15M
—

Hartford Core Equity F

9.56 14M
—

Hartford Inflation Plus F

5.84 8M
—

Hartford Large Cap Growth ETF

4.90 7M
—

Hartford Equity Income F

4.65 7M
—

Hartford Multifactor Dev Mkts (exUS) ETF

2.59 4M
—

Hartford International Opportunities F

2.52 4M
—

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