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Morningstar

Hartford Conservative Allocation R3 HCVRX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis HCVRX

Will HCVRX 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 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.

Summary

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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.

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