Effective 7/10/19, the Fund changed its objective, principal investment strategy, and benchmark. Returns prior to 7/10/19 reflect the Fund's performance when it pursued a different objective and principal investment strategy. Effective 5/31/19, Classes A, C, I, R3, and R4 closed to new investors. Please see the Fund's prospectus for additional information.
Seeks long-term total return while seeking to mitigate downside risk.
A strategy designed to support spending needs and purchasing power for investors nearing or in retirement by providing total real return, while also seeking to mitigate the risk of loss in declining markets
The portfolio manager is supported by the full resources of Wellington.
(as of 10/31/2022)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 10/31/2022)
|Hartford AARP Balanced Retirement F||-11.15||-9.66||1.18||2.60||---||2.83|
|Morningstar Allocation--30% to 50% Equity Category||-15.38||-14.73||0.60||2.08||---||---|
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: 04/30/2014
Share Class Inception: 2/28/17.
Class F-shares performance prior to 2/28/17 reflects the performance and operating expenses of Class I-shares. Performance for Class F-shares prior to its inception date would have differed if Class F- operating expenses had been reflected. Since Inception (SI) performance is calculated from 4/30/14.
|Net Assets||$79 million|
|30-Day SEC Yield||3.31|
Unsubsidized 30-Day SEC Yield
|FRM Core Plus||37|
|Global Dividend Growth||26|
|Natural Resource Equities||12|
|Cash and Cash Equivalents||5|
|Multifactor Emerging Markets||3|
|Multifactor Developed Markets ex US||2|
|Multifactor US Equity||1|
|Opportunistic Fixed Income||0|
|Opportunistic Inflation Sensitive Bond||0|
|Distribution Date||Distribution NAV||ordinary income||short term capital gains||long term capital gains||total distribution|
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.
AARP and the AARP Logo are registered trademarks of AARP used under license by Hartford Funds and a royalty is paid to AARP. All trademarks or service marks are the property of their respective owners. AARP and Hartford Funds are not affiliated.
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