Morningstar

Hartford Moderately Aggressive Allocation Fund Class R5 HRATX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 17.01  /  +0.65 %
  • Total Assets 583.3M
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.260%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Global Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.58%
  • Turnover 37%

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

Morningstar’s Analysis HRATX

Will HRATX 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 HRATX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HRATX 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 HRATX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Moderately Aggressive Allc R5 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings HRATX

More HRATX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Core Equity F

21.09 125M
—

Hartford Large Cap Growth ETF

11.03 65M
—

Hartford Equity Income F

9.81 58M
—

Hartford Multifactor Dev Mkts (exUS) ETF

6.16 37M
—

Hartford International Opportunities F

5.40 32M
—

Hartford Core Bond ETF

5.34 32M
—

Hartford US Value ETF

5.29 31M
—

Hartford US Quality Growth ETF

5.25 31M
—

Hartford Schroders Intl Cntrrn Val F

5.19 31M
—

Hartford International Growth F

5.09 30M
—

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