Morningstar

Hartford Moderately Aggressive Allocation Fund Class R3 HRARX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $16.30  /  +0.56 %
  • Fund Size $577.8M
  • Adjusted Expense Ratio 1.410%
  • Net Expense Ratio 0.870%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Global Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.11%
  • Turnover Ratio 37%
NAV and 1-Day Return as of

Morningstar’s Analysis HRARX

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

  • People Pillar

    The People Pillar is our evaluation of the HRARX 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 HRARX’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 R3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HRARX

More HRARX 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
—

Hartford Core Bond ETF

7.33 43M
—

Hartford Equity Income F

6.48 38M
—

Hartford Multifactor Dev Mkts (exUS) ETF

6.11 35M
—

Hartford International Opportunities F

5.29 31M
—

Hartford International Growth F

5.12 30M
—

Hartford Schroders Intl Cntrrn Val F

5.02 29M
—

Sponsor Center