Nasdaq USD
Hartford Moderate Allocation I (HBAIX)
12.91
-0.01
(-0.08%)
At close: May 1 at 6:46:35 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.50% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 0.62% |
| 5y Average Return | 8.25% |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HBAIX | Category Average | HBAIX | Category Average | HBAIX | Category Average | |
| Alpha | 0.42 | -0.01 | 0.78 | -0.01 | -0.57 | -0 |
| BETA | 0.94 | 0.01 | 0.95 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.42 | 0.01 | 0.8 | 0.01 | 0.49 | 0.01 |
| R-squared | 98.1 | 0.93 | 98.2 | 0.92 | 97.51 | 0.92 |
| Standard Deviation | 11.96 | 0.13 | 11.12 | 0.1 | 10.22 | 0.09 |
| Sharpe Ratio | 0.04 | 0.01 | 0.61 | 0.01 | 0.38 | 0.01 |
| Treynor Ratio | -0.25 | 0.09 | 6.92 | 0.09 | 3.5 | 0.07 |
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