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Morningstar

Hartford Multi Asset Inc A ITTAX

Morningstar Analyst Rating
Quantitative rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 18.24  /  0.55 %
  • Total Assets 674.1 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 4.44%
  • Turnover 59%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:55 PM GMT+00:00

Morningstar’s Analysis ITTAX

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

People Pillar

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

Summary

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Hartford Multi Asset Inc A's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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