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Morningstar

Hartford Multi Asset Inc R3 ITTRX

Morningstar Analyst Rating
Quantitative rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 18.66  /  0.64 %
  • Total Assets 678.8 Mil
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.340%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 4.09%
  • Turnover 59%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis ITTRX

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

People Pillar

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

Summary

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Hartford Multi Asset Inc R3'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 highest quintile among peers.

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