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Morningstar

Hartford Conservative Allocation R4 HCVSX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 9.82  /  0.91 %
  • Total Assets 92.0 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.10%
  • Turnover 50%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:13 PM GMT+0

Morningstar’s Analysis HCVSX

Will HCVSX 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 HCVSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HCVSX 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 HCVSX’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 R4 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings HCVSX

More HCVSX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 90.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Bond ETF

21.18
20,430,811
—

Hartford Schroders Sustainable Cr Bd F

18.23
17,585,767
—

Hartford World Bond F

13.59
13,105,903
—

Hartford Core Equity F

11.76
11,341,778
—

Hartford Strategic Income F

6.99
6,741,666
—

Hartford Inflation Plus F

4.86
4,684,838
—

Hartford Large Cap Growth ETF

3.99
3,846,929
—

Hartford Multifactor US Equity ETF

3.76
3,629,191
—

Hartford Equity Income F

2.95
2,847,889
—

Hartford Multifactor Dev Mkts (exUS) ETF

2.67
2,573,863
—