Morningstar

Hartford Moderately Aggressive Allocation Fund Class I HRAIX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $16.77  /  +0.84 %
  • Fund Size $577.8M
  • Adjusted Expense Ratio 0.810%
  • Net Expense Ratio 0.280%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Global Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.59%
  • Turnover Ratio 37%
NAV and 1-Day Return as of

Morningstar’s Analysis HRAIX

Will HRAIX outperform in the 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 HRAIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Moderately Aggressive Allc I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings HRAIX

More HRAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Equity F

15.03 87M
—

Hartford Alpha Capture Value ETF

10.64 62M
—

Hartford Alpha Capture Growth ETF

9.09 53M
—

Hartford Large Cap Growth ETF

8.59 50M
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Hartford Core Bond ETF

7.33 43M
—

Hartford Equity Income F

6.48 38M
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Hartford Multifactor Dev Mkts (exUS) ETF

6.11 35M
—

Hartford International Opportunities F

5.29 31M
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Hartford International Growth F

5.12 30M
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Hartford Schroders Intl Cntrrn Val F

5.02 29M
—

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