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Morningstar

Hartford Growth Allocation R5 HRATX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.12  /  0.82 %
  • Total Assets 516.0 Mil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 0.790%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.23%
  • Turnover 45%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis HRATX

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

People Pillar

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

Summary

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Strength in Hartford Growth Allocation R5’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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