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Hartford Real Asset R4 (HRLSX)

8.89
-0.01
(-0.11%)
As of 8:06:07 AM EDT. Market Open.

Fund Summary

The fund seeks its investment objective by investing in a globally diverse mix of investments. It will target an investment allocation of approximately 50% of its net assets in equity securities, 40% of its net assets in fixed income investments, and 10% of its net assets in commodity-related investments.

Hartford Real Asset R4

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

Fund Overview

Category World Allocation
Fund Family Hartford Mutual Funds
Net Assets 61.29M
YTD Return 8.46%
Yield 3.41%
Morningstar Rating
Inception Date Feb 28, 2022

Fund Operations

Last Dividend 0.31
Last Cap Gain -120.00
Holdings Turnover 198.00%
Average for Category --

Fees & Expenses

Expense HRLSX Category Average
Annual Report Expense Ratio (net) 1.21% 1.00%
Prospectus Net Expense Ratio 1.21% --
Prospectus Gross Expense Ratio 1.57% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.06%
Max Deferred Sales Load -- 1.35%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Nicholas J Petrucelli, Lead Manager since March 01, 2021
As a portfolio manager, Nick is responsible for developing and managing multi-asset opportunistic and inflation hedging portfolios. Nick’s investment philosophy is contrarian in nature, and combines the discipline of systematic frameworks with long-term thematic research and fundamental insights from across Wellington’s investment platform. In addition, Nick has a background in Strategic Asset Allocation and is the author of numerous research papers on portfolio construction and thematic/macro investment opportunities.

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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