Skip to Content
Morningstar

Hartford Growth Allocation A HRAAX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 14.47  /  +0.91 %
  • Total Assets 536.0 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.43%
  • Turnover 25%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.

Hartford Growth Allocation A's Average Process Pillar and People Pillar ratings result in 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HRAAX

More HRAAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Equity F

21.11 113.8 Mil
—

Hartford Large Cap Growth ETF

10.33 55.7 Mil
—

Hartford Multifactor US Equity ETF

9.46 51.0 Mil
—

Hartford International Opportunities F

8.74 47.1 Mil
—

Hartford Equity Income F

8.45 45.6 Mil
—

Hartford Core Bond ETF

6.64 35.8 Mil
—

Hartford Schroders Intl Multi-Cp Val F

6.18 33.3 Mil
—

Hartford Multifactor Dev Mkts (exUS) ETF

6.12 33.0 Mil
—

Hartford World Bond F

4.30 23.2 Mil
—

Hartford International Growth F

3.89 21.0 Mil
—