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Morningstar

Hartford Growth Allocation I HRAIX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 11.97  /  0.00
  • Total Assets 483.4 Mil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.08%
  • Turnover 45%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 10:17 PM GMT+0

Morningstar’s Analysis HRAIX

Will HRAIX 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 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hartford Growth Allocation I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HRAIX

More HRAIX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 16
  • % Assets in Top 10 Holdings 84.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Equity F

20.80
105,537,393
—

Hartford Multifactor US Equity ETF

9.14
46,393,681
—

Hartford Equity Income F

8.21
41,671,711
—

Hartford Large Cap Growth ETF

8.13
41,238,997
—

Hartford Core Bond ETF

7.86
39,857,030
—

Hartford Schroders Sustainable Cr Bd F

7.41
37,590,890
—

Hartford Schroders Intl Multi-Cp Val F

6.32
32,087,892
—

Hartford Multifactor Dev Mkts (exUS) ETF

6.19
31,387,492
—

Hartford International Opportunities F

6.12
31,042,922
—

Hartford World Bond F

4.33
21,969,903
—