HAFYX : Hartford AARP Balanced Retirement Fund Class Y

HAFYX is a Allocation Market All-In-One with MODERATE fees.

HAFYX

Hartford AARP Balanced Retirement Fund Class Y

FI Score

45 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

45% FI Score
  • hafyx
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford AARP Balanced Retirement Fund Class Y

Expenses: 0.53% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks long-term total return while seeking to mitigate downside risk. The fund seeks to achieve its investment objective by investing in a broad range of equity and equity-related securities, debt securities, structured products, derivatives, money market instruments, and other investments. Under normal circumstances, it targets an allocation between 30%-50% of the fund's net assets in equity and equity-related securities and 50%-70% of the fund's net assets in fixed income securities and cash instruments.

Largest Holdings

Amount Holding
6.03% Hartford World Bond F
4.47% Hartford Multifactor Dev Mkts (exUS) ETF
4.31% Hartford Multifactor US Equity ETF
3.19% Federal National Mortgage Association 3%
2.77% 2 Year Treasury Note Future June 20
2.23% SPDR® Blackstone / GSO Senior Loan ETF
2.07% Hartford Multifactor Emerging Mkts ETF
1.61% Federal National Mortgage Association 2.5%
1.37% United States Treasury Notes 0.62%
1.28% Japan (Government Of) 0.1%
1.28% iShares iBoxx $ High Yield Corp Bd ETF
1.28% United States Treasury Notes 0.62%
1.05% Russia I/L Bond Ofz Unsecured 02/28 2.5
0.96% Germany (Federal Republic Of) 0.5%
0.92% Germany (Federal Republic Of) 0.1%
0.81% iShares JP Morgan USD Em Mkts Bd ETF
0.80% VanEck Vectors JP Morgan EM LC Bd ETF
0.77% Johnson & Johnson
0.76% UnitedHealth Group Inc
0.73% The Republic of Korea 1.38%
0.72% McDonald's Corp

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