• Products
  • Insights
  • Practice Management
  • Resources
  • About Us

Multi-Strategy fund

Hartford Moderately Aggressive Allocation Fund   

Multi-Strategy fund

Hartford Moderately Aggressive Allocation Fund   
Share Class - R3 (HRARX)

Effective 5/1/25, the Fund (formerly, The Hartford Growth Allocation Fund) changed its name.

Target Allocations

 

A fund-of-funds that targets an allocation of 55% US stocks, 25% international stocks, and 20% fixed income

Strategies from Wellington

 

Wellington boasts a collaborative culture, global resources, and an emphasis on proprietary research

Strategies from Schroders

 

Schroders is a global manager that emphasizes fundamental research and long-term thinking

Objective: Seeks long-term capital appreciation.

Portfolio Management
Managing Director and
Chief Investment Officer
11
YRS
MANAGING THIS FUND
22
YRS
AT HARTFORD FUNDS
39
YRS
EXPERIENCE IN THIS INDUSTRY
Head of Multi-Asset Solutions and
Managing Director
10
YRS
MANAGING THIS FUND
11
YRS
AT HARTFORD FUNDS
32
YRS
EXPERIENCE IN THIS INDUSTRY
Portfolio Manager
3
YRS
MANAGING THIS FUND
10
YRS
AT HARTFORD FUNDS
17
YRS
EXPERIENCE IN THIS INDUSTRY

The portfolio managers are supported by the full resources of Hartford Funds Management Company.

Performance

PERFORMANCE %
 
CUMULATIVE %
(as of 6/30/2026)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 6/30/2026)
YTD 1YR 3YR 5YR 10YR SI
Hartford Moderately Aggressive Allocation R3 9.15 18.51 15.72 7.64 9.52 7.03
Benchmark 9.64 20.17 16.76 9.10 11.19 ---
Morningstar Global Moderately Aggressive Allocation Category 10.12 19.63 15.53 8.02 9.51 ---
 
CUMULATIVE %
(as of 6/30/2026)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 6/30/2026)
YTD 1YR 3YR 5YR 10YR SI
Hartford Moderately Aggressive Allocation R3 9.15 18.51 15.72 7.64 9.52 7.03
Benchmark 9.64 20.17 16.76 9.10 11.19 ---
Morningstar Global Moderately Aggressive Allocation Category 10.12 19.63 15.53 8.02 9.51 ---

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 R3-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

FUND ESSENTIALS (as of 5/31/2026)
Inception Date 05/28/2004
Net Assets $599 million
Total Operating Expenses 1.41%
Morningstar Category Global Moderately Aggressive Allocation
Lipper Classification Mixed-Asset Target Alloc Growth Funds
CUSIP 416649754
Fund Number 1360
FUND STATS (as of 5/31/2026)
% in Fixed Income Funds
15
% in Equity Funds
84
Equity Holdings Characteristics (as of 5/31/2026)
Price/Earnings (Last 12 Months)
28.8x
Price/Book
5.9x
EPS Growth Rate (Last 5 Years)
18.7%
Asset Weighted Market Cap (billions)
$950.2
Return on Equity
33.7%
Equity Sector Exposure (%)
Information Technology 29
Financials 15
Industrials 10
Health Care 10
Consumer Discretionary 9
Communication Services 9
Consumer Staples 5
Energy 4
Materials 3
Utilities 3
Real Estate 3
Information Technology 24
Financials 16
Health Care 11
Industrials 11
Communication Services 9
Consumer Discretionary 9
Consumer Staples 6
Energy 5
Materials 3
Utilities 3
Real Estate 3
Based on Global Industry Classification Standard (GICS), which was developed by and is the exclusive property and a service mark of MSCI Inc. (MSCI) and Standard & Poor's, a division of The McGraw-Hill Companies, Inc. (S&P). Excludes cash. May not total to 100% due to rounding and/or pooled vehicle allocations.
Underlying Funds (%) (as of 5/31/2026)
Hartford Core Equity Fund 21
Hartford Large Cap Growth ETF 11
Hartford Equity Income Fund 10
Hartford International Opportunities Fund 6
Hartford Multifactor Developed Markets (ex-US) ETF 6
Hartford US Quality Growth ETF 5
Hartford World Bond Fund 5
Hartford US Value ETF 5
Hartford Schroders International Contrarian Value Fund 5
Hartford Core Bond ETF 5
Hartford International Growth Fund 4
Hartford Schroders Emerging Markets Equity Fund 4
Hartford Small Cap Value Fund 4
Hartford Small Company Fund 3
Hartford Strategic Income ETF 3
Hartford Schroders Core Fixed Income Fund 3
Fixed Income Exposure (%)
United States Government 24
Mortgage Backed Securities 21
Developed Government and Related (Non-US $) 16
Emerging Market Debt 12
Investment Grade Credit 7
Asset Backed Securities 5
High Yield Credit 4
Commercial Mortgage Backed Securities 4
Other 3
Bank Loans 2
Cash and Cash Equivalents 2
Mortgage Backed Securities 22
United States Government 21
Developed Government and Related (Non-US $) 15
Emerging Market Debt 12
Investment Grade Credit 8
Asset Backed Securities 5
High Yield Credit 5
Commercial Mortgage Backed Securities 4
Other 3
Bank Loans 2
Cash and Cash Equivalents 2
Tax Exempt Municipal 0
distributions and capital gains
Distribution Date Distribution NAV ordinary income short term capital gains long term capital gains total distribution
12/30/2025 15.06 $0.1963 $0.0000 $0.0000 $0.1963
12/17/2025 14.94 $0.0000 $0.0000 $1.4263 $1.4263
Past distributions are not indicative of future distributions.

Resources

Important Risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • The Fund invests in underlying funds in a fund-of-funds structure. Management of the Fund entails potential conflicts of interest because the Fund invests in affiliated underlying funds. The ability of the Fund to meet its investment objective is directly related to the ability of the underlying funds to meet their objectives as well as the investment manager's allocation among those underlying funds. The Fund is subject to the risks of the underlying funds, in direct proportion to the amount of assets it invests in each underlying fund. The underlying funds are subject to the risks specific to their investment strategies, such as market, small- and mid-cap securities, foreign securities, emerging-market securities, fixed-income securities which includes bonds, municipal-related and asset-backed securities, and securities purchased in the To-Be-Announced market, and derivative risks, and to the extent the underlying fund is an ETF, risks associated with ETFs.

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 Funds products.

The blended returns are calculated by Hartford Funds and include, among other index provider data, end of day index level values licensed from MSCI ("MSCI Data"). For the avoidance of doubt, MSCI is not the benchmark "administrator" for, or a "contributor", "submitter" or "supervised contributor" to, the blended returns, and the MSCI Data is not considered a "contribution" or "submission" in relation to the blended returns, as those terms may be defined in any rules, laws, regulations, legislation or international standards. MSCI Data is provided "AS IS" without warranty or liability and no copying or distribution is permitted. MSCI does not make any representation regarding the advisability of any investment or strategy and does not sponsor, promote, issue, sell or otherwise recommend or endorse any investment or strategy, including any financial products or strategies based on, tracking or otherwise utilizing any MSCI Data, models, analytics or other materials or information.
5225824

The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

Hartford Funds refers to HFD, Lattice, and HFMC, which are currently not affiliated with any sub-adviser or ALPS.

On June 3, 2026, The Hartford Insurance Group, Inc. (“The Hartford”) and Wellington announced that they had reached a definitive agreement under which Wellington Investment Advisors Holdings, LLP, Wellington’s corporate parent, will acquire Hartford Funds. Upon closing Hartford Funds will be integrated into Wellington’s U.S. Wealth business. The deal is expected to close in the first quarter of 2027, subject to regulatory and fund approvals. Upon closing, Hartford Funds would become an affiliate of Wellington. For more information, click here.

© Copyright 2026 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value