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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
11
YRS
MANAGING THIS FUND
21
YRS
AT HARTFORD FUNDS
38
YRS
EXPERIENCE IN THIS INDUSTRY
9
YRS
MANAGING THIS FUND
10
YRS
AT HARTFORD FUNDS
31
YRS
EXPERIENCE IN THIS INDUSTRY
Portfolio Manager
3
YRS
MANAGING THIS FUND
9
YRS
AT HARTFORD FUNDS
16
YRS
EXPERIENCE IN THIS INDUSTRY
The portfolio managers are supported by the full resources of Hartford Funds Management Company.
Performance
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: 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.
Hartford Moderately Aggressive Allocation Fund I Share Morningstar Ratings
overall
(as of 6/30/2025)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 193, 193, 181 and 148 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
193 PRODUCTS
|
Global Moderately Aggressive Allocation Category
Based on Risk-Adjusted Returns
3 YEAR
(as of 6/30/2025)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 193, 193, 181 and 148 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
193 PRODUCTS
|
Global Moderately Aggressive Allocation Category
Based on Risk-Adjusted Returns
5 YEAR
(as of 6/30/2025)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 193, 193, 181 and 148 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
181 PRODUCTS
|
Global Moderately Aggressive Allocation Category
Based on Risk-Adjusted Returns
10 YEAR
(as of 6/30/2025)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 193, 193, 181 and 148 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
148 PRODUCTS
|
Global Moderately Aggressive Allocation Category
Based on Risk-Adjusted Returns
Characteristics
FUND STATS
| % in Fixed Income Funds | 16 |
|---|---|
| % in Equity Funds | 84 |
Equity Holdings Characteristics
| Price/Earnings (Last 12 Months) | 22.4x |
|---|---|
| Price/Book | 4.8x |
| EPS Growth Rate (Last 5 Years) | 18.7% |
| Asset Weighted Market Cap (billions) | $589.8 |
| Return on Equity | 31.4% |
Equity Sector Exposure (%)
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 (%)
| Hartford Core Equity Fund | 20 |
| Hartford Large Cap Growth ETF | 11 |
| Hartford Equity Income Fund | 10 |
| Hartford International Opportunities Fund | 8 |
| Hartford Multifactor Developed Markets (ex-US) ETF | 7 |
| Hartford World Bond Fund | 5 |
| Hartford Schroders International Contrarian Value Fund | 5 |
| Hartford US Value ETF | 5 |
| Hartford Core Bond ETF | 5 |
| Hartford US Quality Growth ETF | 5 |
| Hartford International Growth Fund | 4 |
| Hartford Schroders Core Fixed Income Fund | 4 |
| Hartford Schroders Emerging Markets Equity Fund | 3 |
| Hartford Small Company Fund | 3 |
| Hartford Small Cap Value Fund | 3 |
| Hartford Strategic Income ETF | 2 |
Fixed Income Exposure (%)
Past distributions are not indicative of future distributions.
Insights
Literature
03/31/2025 - PDF (259 KB)
This client flyer summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
03/31/2025 - PDF (194 KB)
Current quarterly commentary which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
PDF (112 KB)
A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
03/31/2025 - PDF (392 KB)
This Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.
An unaudited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
PDF (13 KB)
A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
An audited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
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. 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.
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