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Morningstar

Hartford Growth Allocation A HRAAX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 12.30  /  1.23 %
  • Total Assets 506.9 Mil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.88%
  • Turnover 45%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis HRAAX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Hartford Growth Allocation A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HRAAX

More HRAAX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 19
  • % Assets in Top 10 Holdings 79.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Equity F

17.51
88,742,990
—

Hartford Multifactor US Equity ETF

8.76
44,382,721
—

Hartford Equity Income F

8.49
43,015,549
—

Hartford Schroders Sustainable Cr Bd F

8.46
42,874,841
—

Hartford Large Cap Growth ETF

7.13
36,142,309
—

Hartford Core Bond ETF

6.70
33,961,923
—

Hartford Multifactor Dev Mkts (exUS) ETF

6.40
32,414,632
—

Hartford International Opportunities F

6.27
31,774,238
—

Hartford Schroders Intl Multi-Cp Val F

5.39
27,306,782
—

Hartford Growth Opportunities F

4.53
22,967,224
—