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.
- NAV / 1-Day Return 10.23 / 0.10 %
- Total Assets 108.4 Mil
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Adj. Expense Ratio
- 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.