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Hartford Moderately Aggressive Allc F (HRAFX)

14.51
+0.02
+(0.14%)
As of 8:06:07 AM EDT. Market Open.

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 65%-95% of the fund's total assets to the equity component and approximately 5%-35% of the fund's total assets to the fixed income component.

Hartford Moderately Aggressive Allc F

Hartford CT 06115
Itt Hartford Group NC P O Box 2999
8008626668

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Hartford Mutual Funds
Net Assets 521.5M
YTD Return -0.69%
Yield 2.08%
Morningstar Rating
Inception Date Aug 31, 2006

Fund Operations

Last Dividend 0.31
Last Cap Gain 23.00
Holdings Turnover 9.00%
Average for Category --

Fees & Expenses

Expense HRAFX Category Average
Annual Report Expense Ratio (net) 0.68% 0.71%
Prospectus Net Expense Ratio 0.68% --
Prospectus Gross Expense Ratio 0.68% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.99%
Max Deferred Sales Load -- 1.43%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

James S. Glendon, Lead Manager since March 01, 2022
James S. Glendon, CFA, Portfolio Manager at Hartford Funds, joined Hartford Funds Management Company in 2016. Mr. Glendon has over 12 years of asset management experience. Prior to joining Hartford, Mr. Glendon served as a Senior Analyst for FedEx Corporation’s employee pension plan from 2014 to 2016. In this role, Mr. Glendon was responsible for asset allocation, manager oversight, and portfolio construction. Prior to this, he was involved in loan trading at Vining Sparks and institutional client relations at SouthernSun Asset Management, an equity investment management firm.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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