Hartford Moderately Aggressive Allc R5 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.
Hartford Moderately Aggressive Allocation Fund Class R5 HRATX
- NAV / 1-Day Return 16.56 / −2.42 %
- Total Assets 583.7M
-
Adj. Expense Ratio
0.790%
- Expense Ratio 0.260%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Global Moderately Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.57%
- Turnover 37%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:06 AM GMT+0
Morningstar’s Analysis HRATX
Will HRATX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 78.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Hartford Core Equity F | 20.98 | 123M | — |
Hartford Large Cap Growth ETF | 9.94 | 58M | — |
Hartford Equity Income F | 9.77 | 57M | — |
Hartford International Opportunities F | 6.36 | 37M | — |
Hartford Multifactor Dev Mkts (exUS) ETF | 6.11 | 36M | — |
Hartford World Bond F | 5.47 | 32M | — |
Hartford US Quality Growth ETF | 5.19 | 30M | — |
Hartford US Value ETF | 5.00 | 29M | — |
Hartford Core Bond ETF | 4.95 | 29M | — |
Hartford Schroders Intl Cntrrn Val F | 4.87 | 28M | — |
United States