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Designed With Investor Outcomes in Mind
Hartford Funds Multi-Asset Solutions team designs and manages a suite of multi-asset model portfolios that seek to address investors' demand for simple access to solutions that help address complex investment challenges. The team’s approach combines fundamental macro analysis with quantitative tools to assess market environments.
Hartford Funds Multi-Asset Approach
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Mutual Fund/ETF Model Portfolios
The suite of Hartford Funds Mutual Fund/ETF Model Portfolios consists of six diversified, dynamically managed asset allocation model portfolios that seek to deliver cost-effective, risk-managed outcomes for investors. Leveraging the below Strategic Asset Allocation framework, the model portfolios are published quarterly and may feature asset allocation and underlying fund changes to reflect evolving market conditions. Each of the model portfolios features underlying investments which are carefully chosen to play a specific role in the portfolios, combining actively managed and rules-based, strategic beta strategies.
US Equity International Equity Core Fixed Income Extended Fixed Income Diversifiers Strategic Asset-Allocation Framework
Equity
(100% Equity)Growth
(80% Equity/20% Fixed Income)Moderate
(60% Equity/40% Fixed Income)Conservative
(35% Equity/ 65% Fixed Income)Income
(100% Fixed Income)Tax-Aware Moderate
(60% Equity/40% Fixed Income)Equity 100%80%60%35%0%60%US Equity 70%55%40%25%0%40%International Equity 30%25%20%10%0%20%Fixed Income 0%20%40%65%100%40%Core Fixed Income 0%15%30%50%65%30%Extended Fixed Income 0%0%5%9%13%5%Diversifiers 0%5%5%6%22%5%Model Portfolio Objective Seeks growth of capitalSeeks long-term capital appreciationSeeks long-term capital appreciation and incomeSeeks current income and long-term capital appreciationSeeks to provide current income and long-term total returnSeeks long-term capital appreciation and tax-efficient incomeCore Fixed Income includes a broad range of fixed-income securities that may include government, corporate, mortgage-backed, and municipal-bond securities as well as short duration fixed-income securities. Extended Fixed Income includes fixed-income securities that add potential for increased income relative to core fixed income, but may also feature greater risk. Examples include high-yield bonds and emerging markets debt. Diversifiers are asset classes that offer diversifying exposure beyond core and extended fixed-income asset classes. Examples include inflation-protected securities,real assets, and multi-asset income funds.
The Tax-Aware Moderate Model considers the generation of tax efficient income as part of its model objective. It seeks to achieve this objective through allocating a portion of its assets to underlying funds which invest in municipal securities. It may also consider the tax efficiency of exchange-traded funds relative to mutual funds, as well as expected mutual fund turnover, in its allocations. The model may not meet its tax-efficient objective.
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ETF Model Portfolios
The suite of Hartford Funds ETF Model Portfolios consists of six diversified, dynamically managed asset allocation model portfolios that seek to deliver cost-effective, risk-managed outcomes for investors. Leveraging the below Strategic Asset Allocation framework, the model portfolios are published quarterly and may feature asset allocation and underlying fund changes to reflect evolving market conditions. Each of the model portfolios features underlying investments which are carefully chosen to play a specific role in the portfolios, combining actively managed and rules-based, strategic beta strategies.
US Equity International Equity Core Fixed Income Strategic Asset-Allocation Framework
Equity
(100% Equity)Growth
(80% Equity/20% Fixed Income)Moderate
(60% Equity/40% Fixed Income)Conservative
(35% Equity/ 65% Fixed Income)Income
(100% Fixed Income)Tax-Aware Moderate
(60% Equity/40% Fixed Income)Equity 100%80%60%35%0%60%US Equity 70%55%40%25%0%40%International Equity 30%25%20%10%0%20%Fixed Income 0%20%40%65%100%40%Core Fixed Income 0%20%40%65%100%40%Model Portfolio Objective Seeks growth of capitalSeeks long-term capital appreciationSeeks long-term capital appreciation and incomeSeeks current income and long-term capital appreciationSeeks to provide current income and long-term total returnSeeks long-term capital appreciation and tax-efficient incomeCore Fixed Income includes a broad range of fixed-income securities that may include government, corporate, mortgage-backed, and municipal-bond securities as well as short duration fixed-income securities.
The Tax-Aware Moderate Model considers the generation of tax efficient income as part of its model objective. It seeks to achieve this objective through allocating a portion of its assets to underlying funds which invest in municipal securities. The model may not meet its tax-efficient objective.
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Designed With Investor Outcomes in Mind
Hartford Funds Multi-Asset Solutions team designs and manages a suite of multi-asset model portfolios that seek to address investors' demand for simple access to solutions that help address complex investment challenges. The team’s approach combines fundamental macro analysis with quantitative tools to assess market environments.
Hartford Funds Multi-Asset Approach
-
Mutual Fund/ETF Model Portfolios
The suite of Hartford Funds Mutual Fund/ETF Model Portfolios consists of six diversified, dynamically managed asset allocation model portfolios that seek to deliver cost-effective, risk-managed outcomes for investors. Leveraging the below Strategic Asset Allocation framework, the model portfolios are published quarterly and may feature asset allocation and underlying fund changes to reflect evolving market conditions. Each of the model portfolios features underlying investments which are carefully chosen to play a specific role in the portfolios, combining actively managed and rules-based, strategic beta strategies.
US Equity International Equity Core Fixed Income Extended Fixed Income Diversifiers Strategic Asset-Allocation FrameworkEquity
(100% Equity)Growth
(80% Equity/20% Fixed Income)Moderate
(60% Equity/40% Fixed Income)Conservative
(35% Equity/ 65% Fixed Income)Income
(100% Fixed Income)Tax-Aware Moderate
(60% Equity/40% Fixed Income)Equity 100%80%60%35%0%60%US Equity 70%55%40%25%0%40%International Equity 30%25%20%10%0%20%Fixed Income 0%20%40%65%100%40%Core Fixed Income 0%15%30%50%65%30%Extended Fixed Income 0%0%5%9%13%5%Diversifiers 0%5%5%6%22%5%Model Portfolio Objective Seeks growth of capitalSeeks long-term capital appreciationSeeks long-term capital appreciation and incomeSeeks current income and long-term capital appreciationSeeks to provide current income and long-term total returnSeeks long-term capital appreciation and tax-efficient incomeCore Fixed Income includes a broad range of fixed-income securities that may include government, corporate, mortgage-backed, and municipal-bond securities as well as short duration fixed-income securities. Extended Fixed Income includes fixed-income securities that add potential for increased income relative to core fixed income, but may also feature greater risk. Examples include high-yield bonds and emerging markets debt. Diversifiers are asset classes that offer diversifying exposure beyond core and extended fixed-income asset classes. Examples include inflation-protected securities,real assets, and multi-asset income funds.
The Tax-Aware Moderate Model considers the generation of tax efficient income as part of its model objective. It seeks to achieve this objective through allocating a portion of its assets to underlying funds which invest in municipal securities. It may also consider the tax efficiency of exchange-traded funds relative to mutual funds, as well as expected mutual fund turnover, in its allocations. The model may not meet its tax-efficient objective.
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ETF Model Portfolios
The suite of Hartford Funds ETF Model Portfolios consists of six diversified, dynamically managed asset allocation model portfolios that seek to deliver cost-effective, risk-managed outcomes for investors. Leveraging the below Strategic Asset Allocation framework, the model portfolios are published quarterly and may feature asset allocation and underlying fund changes to reflect evolving market conditions. Each of the model portfolios features underlying investments which are carefully chosen to play a specific role in the portfolios, combining actively managed and rules-based, strategic beta strategies.
US Equity International Equity Core Fixed Income Strategic Asset-Allocation FrameworkEquity
(100% Equity)Growth
(80% Equity/20% Fixed Income)Moderate
(60% Equity/40% Fixed Income)Conservative
(35% Equity/ 65% Fixed Income)Income
(100% Fixed Income)Tax-Aware Moderate
(60% Equity/40% Fixed Income)Equity 100%80%60%35%0%60%US Equity 70%55%40%25%0%40%International Equity 30%25%20%10%0%20%Fixed Income 0%20%40%65%100%40%Core Fixed Income 0%20%40%65%100%40%Model Portfolio Objective Seeks growth of capitalSeeks long-term capital appreciationSeeks long-term capital appreciation and incomeSeeks current income and long-term capital appreciationSeeks to provide current income and long-term total returnSeeks long-term capital appreciation and tax-efficient incomeCore Fixed Income includes a broad range of fixed-income securities that may include government, corporate, mortgage-backed, and municipal-bond securities as well as short duration fixed-income securities.
The Tax-Aware Moderate Model considers the generation of tax efficient income as part of its model objective. It seeks to achieve this objective through allocating a portion of its assets to underlying funds which invest in municipal securities. The model may not meet its tax-efficient objective.
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