Objective
Seeks long-term capital appreciation and income.
Overview
A multi-asset class fund-of-funds that combines fundamental macro analysis with quantitative tools to provide a diversified investment for moderate investors.
The portfolio managers are supported by the full resources of Hartford Funds Management Company.
Performance
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
SI = Since Inception.
Fund Inception: 05/28/2004
Share Class Inception: 12/22/06.
Class R4-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. SI performance is calculated from 5/28/04.
Characteristics
% in Fixed Income Funds | 36 |
---|---|
% in Equity Funds | 64 |
Price/Earnings (Last 12 Months) | 24.1x |
---|---|
Price/Book | 4.9x |
EPS Growth Rate (Last 5 Years) | 15.2% |
Asset Weighted Market Cap (billions) | $545.3 |
Return on Equity | 31.8% |
Effective Duration | 5.65 yrs |
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Aaa/AAA | 18 |
Aa/AA | 43 |
A | 9 |
Baa/BBB | 15 |
Ba/BB | 5 |
B | 4 |
Caa/CCC or lower | 1 |
Not Rated | 4 |
Hartford Core Equity Fund | 19 |
Hartford Core Bond ETF | 13 |
Hartford World Bond Fund | 9 |
Hartford Schroders Core Fixed Income Fund | 8 |
Hartford Large Cap Growth ETF | 7 |
Hartford International Opportunities Fund | 7 |
Hartford Multifactor US Equity ETF | 6 |
Hartford Strategic Income Fund | 5 |
Hartford Multifactor Developed Markets (ex-US) ETF | 5 |
Hartford Equity Income Fund | 5 |
Hartford Schroders International Multi-Cap Value Fund | 5 |
Hartford International Growth Fund | 3 |
Hartford Small Company Fund | 3 |
Hartford Small Cap Value Fund | 2 |
Hartford Schroders Emerging Markets Equity Fund | 2 |
United States Government | 22 |
Mortgage Backed Securities | 19 |
Emerging Market Debt | 17 |
Investment Grade Credit | 13 |
Developed Government and Related (Non-US $) | 7 |
Asset Backed Securities | 7 |
High Yield Credit | 4 |
Commercial Mortgage Backed Securities | 4 |
Bank Loans | 3 |
Other | 3 |
Cash and Cash Equivalents | 2 |
Tax Exempt Municipal | 0 |
30-Day SEC Yield | 1.99 |
Unsubsidized 30-Day SEC Yield
|
1.99 |
Insights
Fund Literature
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