Objective
Seeks current income and long-term capital appreciation.
Overview
A multi-asset class fund-of-funds that combines fundamental macro analysis with quantitative tools to provide a diversified investment for conservative 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
Characteristics
% in Fixed Income Funds | 62 |
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% in Equity Funds | 38 |
Price/Earnings (Last 12 Months) | 24.4x |
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Price/Book | 5.1x |
EPS Growth Rate (Last 5 Years) | 15.0% |
Asset Weighted Market Cap (billions) | $584.2 |
Return on Equity | 33.1% |
Effective Duration | 5.77 yrs |
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30-Day SEC Yield | 2.43 |
Unsubsidized 30-Day SEC Yield
|
2.43 |
Aaa/AAA | 17 |
Aa/AA | 46 |
A | 8 |
Baa/BBB | 14 |
Ba/BB | 5 |
B | 5 |
Caa/CCC or lower | 1 |
Not Rated | 4 |
Hartford Core Bond ETF | 20 |
Hartford World Bond Fund | 14 |
Hartford Schroders Core Fixed Income Fund | 13 |
Hartford Core Equity Fund | 11 |
Hartford Strategic Income Fund | 10 |
Hartford Large Cap Growth ETF | 5 |
Hartford Inflation Plus Fund | 5 |
Hartford Multifactor US Equity ETF | 4 |
Hartford International Opportunities Fund | 3 |
Hartford Equity Income Fund | 3 |
Hartford Multifactor Developed Markets (ex-US) ETF | 3 |
Hartford Schroders International Multi-Cap Value Fund | 2 |
Hartford International Growth Fund | 2 |
Hartford Small Company Fund | 1 |
Hartford Small Cap Value Fund | 1 |
Hartford Schroders Emerging Markets Equity Fund | 1 |
Insights
Fund Literature
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