ITTTX : Hartford Multi-Asset Income and Growth Fund Class R5

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

ITTTX

Hartford Multi-Asset Income and Growth Fund Class R5

FI Score

50 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

50% FI Score
  • itttx
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford Multi-Asset Income and Growth Fund Class R5

Expenses: 0.74% (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 to provide a high level of current income consistent with growth of capital. The fund seeks to achieve its investment objective by investing across a broad range of asset classes. Under normal circumstances, Wellington Management Company LLP ("Wellington Management"), the fund's sub-adviser, targets an allocation between 30% and 50% of the fund's net assets in equity securities and 50% to 70% of the fund's net assets in fixed income securities and cash instruments.

Largest Holdings

Amount Holding
4.03% United States Treasury Bonds 3%
1.40% 5 Year Treasury Note Future June 20
0.84% Ultra 10 Year US Treasury Note Future June 20
0.71% Merrill Lynch Intl & Co C V ([Wts/Rts]) 0%
0.71% Chevron Corp
0.70% United States Treasury Notes 1.62%
0.69% American Tower Corp
0.67% United States Treasury Notes 2.38%
0.66% United States Treasury Bonds 2.88%
0.66% United States Treasury Notes 2.88%
0.65% United States Treasury Notes 2.12%
0.64% Option on BNP Paribas
0.63% Option on BNP Paribas
0.63% Option on Barclays Bank PLC
0.62% CIBC Pfd 0%
0.61% Indonesia (Republic of) 3.85%
0.60% Warrant on BNP Paribas
0.60% Option on Barclays Bank PLC
0.59% Societe Generale Pfd 0%
0.59% Equity Lifestyle Properties Inc
0.58% Indonesia (Republic of) 7%
0.57% Hsbc Bank Plc Wts Call Exp 20may20
0.57% Warrant on Merrill Lynch & Co Inc
0.56% Warrant on BNP Paribas

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo