Seeks long-term capital appreciation and income.
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.
(as of 11/30/2023)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 11/30/2023)
|Hartford Moderate Allocation I||8.18||5.28||1.52||4.96||4.23||5.06|
|Morningstar Moderate Allocation Category||9.06||5.79||3.01||6.16||5.75||---|
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: 8/31/06.
Class I-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.
|% in Fixed Income Funds||40|
|% in Equity Funds||59|
|Price/Earnings (Last 12 Months)||19.9x|
|EPS Growth Rate (Last 5 Years)||17.1%|
|Asset Weighted Market Cap (billions)||$340.9|
|Return on Equity||27.6%|
|Effective Duration||5.74 yrs|
|Caa/CCC or lower||1|
|Hartford Core Equity Fund||18|
|Hartford Core Bond ETF||14|
|Hartford Schroders Sustainable Core Bond Fund||11|
|Hartford World Bond Fund||9|
|Hartford International Opportunities Fund||6|
|Hartford Strategic Income Fund||6|
|Hartford Large Cap Growth ETF||6|
|Hartford Multifactor US Equity ETF||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||2|
|Hartford Small Cap Value Fund||2|
|Hartford Growth Opportunities Fund||1|
|Hartford Schroders Emerging Markets Equity Fund||1|
|Mortgage Backed Securities||27|
|United States Government||20|
|Emerging Market Debt||18|
|Investment Grade Credit||15|
|Developed Government and Related (Non-US $)||6|
|Asset Backed Securities||6|
|Commercial Mortgage Backed Securities||4|
|High Yield Credit||3|
|Tax Exempt Municipal||0|
|Cash and Cash Equivalents||-5|
|30-Day SEC Yield||2.10|
Unsubsidized 30-Day SEC Yield
BLOOMBERG® and any Bloomberg Index are service marks of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited ("BISL"), the administrator of the indices (collectively, "Bloomberg") and have been licensed for use for certain purposes by Hartford Funds. Bloomberg is not affiliated with Hartford Funds, and Bloomberg does not approve, endorse, review, or recommend any Hartford Funds product. Bloomberg does not guarantee the timeliness, accurateness, or completeness of any data or information relating to Hartford Fund products.
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