Effective 12/1/2015, the Fund’s portfolio management team and Principal Investment Strategy were modified to provide the new portfolio managers with greater flexibility in allocating assets among the Underlying Funds.
Seeks long-term capital appreciation.
A multi-asset class fund-of-funds that combines fundamental macro analysis with quantitative tools to provide a diversified investment for aggressive investors.
% (as of 2/28/2018)
Average Annual Total Returns % (as of 2/28/2018)
|Hartford Growth Allocation I||0.82||14.66||5.56||7.82||5.72||6.64|
|Morningstar Allocation 70%-85% Equity Category||-0.07||11.37||5.69||8.31||5.81||---|
% (as of 12/31/2017)
Average Annual Total Returns % (as of 12/31/2017)
|Hartford Growth Allocation I||18.77||18.77||6.63||8.37||4.91||6.66|
|Morningstar Allocation 70%-85% Equity Category||16.21||16.21||6.81||9.24||5.07||---|
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.
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.
Growth of $10,000(as of 2/28/2018)
Reflects Class A, excluding sales charges. If sales charges and taxes had been included, the value would have been lower. Results for other classes will vary.
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
|As of Date||2/28/2018|
|Net Assets||$675 million|
Credit Exposure (%)
|Caa/CCC or lower||0.9|
Credit exposure is the credit ratings for the underlying securities of the Fund as provided by Standard and Poor's (S&P), Moody's Investors Service, or Fitch and typically range from AAA/Aaa (highest) to C/D (lowest). If S&P, Moody's, and Fitch assign different ratings, the median rating is used. If only two agencies assign ratings, the lower rating is used. Securities that are not rated by any of the three agencies are listed as "Not Rated." Ratings do not apply to the Fund itself or to Fund shares. Ratings may change.
Underlying Funds (%)
|Hartford Core Equity Fund||17%|
|Hartford Equity Income Fund||11%|
|Hartford MidCap Fund||11%|
|Hartford International Opportunities Fund||9%|
|Hartford Quality Value Fund||7%|
|Hartford Schroders International Multi-Cap Value Fund||7%|
|Hartford Small Cap Core Fund||6%|
|Hartford Growth Opportunities Fund||6%|
|Hartford Global All-Asset Fund||4%|
|Hartford Global Real Asset Fund||4%|
|Hartford Quality Bond Fund||4%|
|Hartford International Small Company Fund||4%|
|Hartford World Bond Fund||3%|
|Hartford Schroders Emerging Markets Multi-Sector Bond Fund||2%|
|Hartford Real Total Return Fund||2%|
|Hartford Short Duration Fund||2%|
|Hartford Strategic Income Fund||2%|
Asset Allocation Exposure (%)
|% in Equity (US)||54.2|
|% in Equity (non-US)||28.1|
|% in Fixed Income||15.1|
|% in Cash & Cash Equivalents||2.6|
|% in Equity (US)||55.1|
|% in Equity (non-US)||27.3|
|% in Fixed Income||15.2|
|% in Cash & Cash Equivalents||2.3|
03/01/2018 | pdf
12/31/2017 | pdf
04/30/2017 | pdf
03/01/2018 | pdf
10/31/2017 | pdf
12/31/2017 | pdf
03/01/2017 | pdf
A WORD ABOUT RISK