Morningstar

Hartford Moderate Allocation Fund Class R5 HBATX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 14.30  /  +0.42 %
  • Total Assets 323.4M
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.290%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Global Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.26%
  • Turnover 39%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HBATX

Will HBATX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HBATX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HBATX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HBATX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Moderate Allocation R5 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings HBATX

More HBATX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Equity F

15.84 52M
—

Hartford Core Bond ETF

13.07 43M
—

Hartford World Bond F

9.47 31M
—

Hartford Large Cap Growth ETF

7.77 26M
—

Hartford Equity Income F

7.04 23M
—

Hartford Strategic Income ETF

6.98 23M
—

Hartford Schroders Core Fixed Income F

6.22 20M
—

Hartford Multifactor Dev Mkts (exUS) ETF

5.07 17M
—

Hartford International Opportunities F

4.29 14M
—

Hartford International Growth F

4.16 14M
—

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