HBAIX : Hartford Moderate Allocation Fund Class I

HBAIX is a Allocation Market All-In-One with LOW fees.

HBAIX

Hartford Moderate Allocation Fund Class I

FI Score

64 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

64% FI Score
  • hbaix
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford Moderate Allocation Fund Class I

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation and income. 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.

Largest Holdings

Amount Holding
12.94% Hartford Core Equity F
11.71% Hartford World Bond F
9.49% Hartford Quality Bond F
8.05% Hartford Equity Income F
6.00% Hartford Multifactor US Equity ETF
5.94% Hartford Total Return Bond ETF
5.74% Hartford Multifactor Dev Mkts (exUS) ETF
5.57% Hartford Short Duration ETF
4.75% Hartford Growth Opportunities F
4.66% Hartford Schroders Intl Multi-Cp Val F
4.28% Hartford Strategic Income F
3.64% Hartford MidCap F
3.60% Hartford Small Company F
3.57% Hartford International Opportunities F
3.07% Hartford Small Cap Value F
2.84% Hartford Inflation Plus F
2.33% Hartford Global Real Asset F
1.54% Hartford Emerging Markets Equity F

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