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 8/31/2023)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 8/31/2023)
|Hartford AARP Balanced Retirement R5||0.82||0.82||1.51||2.66||---||2.94|
|Morningstar Moderately Conservative Allocation Category||5.53||3.90||1.52||3.16||---||---|
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
|30-Day SEC Yield||3.44|
Unsubsidized 30-Day SEC Yield
|Yield to Worst (%)||5.63%|
|Effective Duration||6.46 yrs|
|# of Fixed-Income Issuers||333|
|Global Dividend Growth||25|
|Natural Resource Equities||7|
|Multifactor Emerging Markets||6|
|Multifactor US Equity||3|
|Multifactor Developed Markets ex US||3|
|Cash and Cash Equivalents||0|
|Distribution Date||Distribution NAV||ordinary income||short term capital gains||long term capital gains||total distribution|
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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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