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Hartford Moderate Allocation A (HBAAX)

12.50
+0.04
+(0.32%)
As of 8:09:16 AM EDT. Market Open.
Loading Chart for HBAAX
  • Previous Close 12.46
  • YTD Return 0.08%
  • Expense Ratio 1.04%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 305.06M
  • Beta (5Y Monthly) 0.94
  • Yield 2.41%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.31
  • Inception Date Feb 28, 2017

The fund seeks to meet its investment objective through investment in a combination of other mutual funds and ETFs advised by Hartford Funds Management Company, LLC or a wholly owned subsidiary of the Investment Manager (the "underlying funds"). The underlying funds, include fixed income funds, equity funds and funds that may have exposures to alternative asset classes, including commodities. The Investment Manager anticipates allocating approximately 45%-75% of the fund's total assets to the equity component and approximately 25%-55% of the fund's total assets to the fixed income component.

Hartford Mutual Funds

Fund Family

Allocation--50% to 70% Equity

Fund Category

305.06M

Net Assets

2017-02-28

Inception Date

Performance Overview: HBAAX

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Trailing returns as of 4/15/2025. Category is Allocation--50% to 70% Equity.

YTD Return

HBAAX
0.08%
Category
9.69%
 

1-Year Return

HBAAX
6.40%
Category
27.06%
 

3-Year Return

HBAAX
4.08%
Category
11.00%
 

5-Year Return

HBAAX
9.09%
Category
10.26%
 

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Holdings: HBAAX

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Sector Weightings

SectorHBAAX
Technology   22.89%
Healthcare   11.67%
Industrials   9.54%
Energy   4.25%
Utilities   3.17%
Real Estate   2.21%

Recent News: HBAAX

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Research Reports: HBAAX

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