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The Hartford Mutual Funds, Inc. - Hartford AARP Balanced Retirement Fund (HAFAX)

9.35
0.00
(0.00%)
At close: January 16 at 8:00:44 PM EST
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DELL
  • Previous Close 9.35
  • YTD Return 6.91%
  • Expense Ratio 1.09%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -47.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 1.43M
  • Beta (5Y Monthly) 0.69
  • Yield 1.70%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.13
  • Inception Date Feb 28, 2019

The fund seeks to achieve its investment objective by investing in a broad range of equity and equity-related securities, debt securities, structured products, derivatives, money market instruments, and other investments. Under normal circumstances, it targets an allocation between 30%-50% of the fund's net assets in equity and equity-related securities and 50%-70% of the fund's net assets in fixed income securities and cash instruments.

Hartford Mutual Funds

Fund Family

Allocation--30% to 50% Equity

Fund Category

1.43M

Net Assets

2019-02-28

Inception Date

Performance Overview: HAFAX

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Trailing returns as of 10/25/2024. Category is Allocation--30% to 50% Equity.

YTD Return

HAFAX
6.91%
Category
5.91%
 

1-Year Return

HAFAX
14.70%
Category
18.59%
 

3-Year Return

HAFAX
2.07%
Category
8.56%
 

5-Year Return

HAFAX
3.54%
Category
7.44%
 

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Holdings: HAFAX

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Sector Weightings

SectorHAFAX
Healthcare   17.91%
Technology   14.17%
Energy   12.81%
Industrials   9.90%
Real Estate   8.30%
Utilities   1.64%

Recent News: HAFAX

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Research Reports: HAFAX

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