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Hartford Conservative Allocation R5 HCVTX

Quantitative rating as of
  • NAV / 1-Day Return 10.22  /  0.10 %
  • Total Assets 108.4 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.830%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.43%
  • Turnover 50%

Morningstar’s Analysis HCVTX

Will HCVTX outperform in future?

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



Hartford Conservative Allocation R5 earns a Morningstar Quantitative Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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