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Nasdaq - Delayed Quote USD

Hartford Moderate Allocation C (HBACX)

12.82
-0.01
(-0.08%)
As of 8:09:16 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.23%
5y Average Return 7.09%
Number of Years Up 14
Number of Years Down 6
Best 1Y Total Return (May 1, 2025) 17.32%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 17.32%
Worst 3Y Total Return 0.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HBACX
Category
YTD
-0.16%
9.69%
1-Month
-2.52%
0.91%
3-Month
-0.16%
5.21%
1-Year
5.44%
27.06%
3-Year
3.23%
11.00%
5-Year
8.19%
10.26%
10-Year
4.36%
8.34%
Last Bull Market
11.49%
15.58%
Last Bear Market
-11.78%
-12.16%

Annual Total Return (%) History

Year
HBACX
Category
2025
--
--
2024
11.03%
--
2023
11.63%
--
2022
-15.68%
--
2021
8.79%
--
2020
10.13%
11.72%
2019
17.32%
19.23%
2018
-6.69%
-5.76%

2017
13.91%
13.21%
2016
3.78%
7.34%
2015
-3.36%
-1.93%
2014
-0.25%
6.21%
2013
8.87%
16.48%
2012
11.28%
11.72%
2011
-2.06%
-0.11%
2010
11.70%
11.83%
2009
26.72%
24.13%
2008
-30.07%
-28.00%
2007
7.96%
5.99%
2006
9.77%
11.29%
2005
5.59%
5.13%
2004
--
8.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.16% -- -- --
2024 5.13% 1.46% 5.45% -1.30%
2023 3.96% 2.36% -3.63% 8.86%
2022 -5.13% -11.78% -5.31% 6.40%
2021 2.69% 4.00% -1.33% 3.25%
2020 -15.64% 13.23% 4.96% 9.85%
2019 8.79% 2.93% -0.26% 5.04%
2018 -0.34% 0.25% 2.19% -8.61%
2017 3.95% 2.83% 2.92% 3.54%
2016 -0.76% 1.34% 3.12% 0.07%

2015 2.06% -0.25% -6.48% 1.52%
2014 0.77% 3.38% -3.12% -1.17%
2013 2.86% -2.21% 4.09% 3.98%
2012 8.49% -3.70% 4.20% 2.22%
2011 3.81% -0.04% -11.05% 6.11%
2010 3.50% -6.73% 8.51% 6.64%
2009 -4.67% 13.93% 12.34% 3.86%
2008 -6.45% -0.19% -10.67% -16.16%
2007 1.70% 3.85% 2.55% -0.32%
2006 3.71% -1.69% 2.18% 5.36%
2005 -2.50% 2.43% 3.35% 2.30%
2004 0.02% 6.98% -- --

Rank in Category (By Total Return)

YTD 44
1-Month 45
3-Month 44
1-Year 44
3-Year 81
5-Year 90

Load Adjusted Returns

1-Year 4.44%
3-Year 3.23%
5-Year 8.19%
10-Year 4.36%

Performance & Risk

YTD Return 0.23%
5y Average Return 7.09%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Hartford Mutual Funds
Net Assets 305.06M
YTD Return -0.16%
Yield 1.48%
Morningstar Rating
Inception Date Dec 22, 2006

Fund Summary

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.

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