Hartford Moderate Allocation Fund Class C
HBACX
NASDAQ
| Weiss Ratings | HBACX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | HBACX-NASDAQ | Click to Compare |
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| Provider | Hartford Mutual Funds | |||
| Manager/Tenure (Years) | Vernon J. Meyer (10), Allison Mortensen (10), James S. Glendon (4) | |||
| Website | http://www.hartfordfunds.com | |||
| Fund Information | HBACX-NASDAQ | Click to Compare |
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| Fund Name | Hartford Moderate Allocation Fund Class C | |||
| Category | Global Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | May 28, 2004 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | HBACX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.35% | |||
| Dividend | HBACX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.83% | |||
| Asset Allocation | HBACX-NASDAQ | Click to Compare |
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| Cash | 3.09% | |||
| Stock | 62.13% | |||
| U.S. Stock | 40.65% | |||
| Non-U.S. Stock | 21.48% | |||
| Bond | 34.23% | |||
| U.S. Bond | 27.02% | |||
| Non-U.S. Bond | 7.21% | |||
| Preferred | 0.11% | |||
| Convertible | 0.41% | |||
| Other Net | 0.03% | |||
| Price History | HBACX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.53% | |||
| 30-Day Total Return | -2.29% | |||
| 60-Day Total Return | -2.65% | |||
| 90-Day Total Return | -1.49% | |||
| Year to Date Total Return | -1.12% | |||
| 1-Year Total Return | 14.54% | |||
| 2-Year Total Return | 19.57% | |||
| 3-Year Total Return | 33.49% | |||
| 5-Year Total Return | 23.50% | |||
| Price | HBACX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | HBACX-NASDAQ | Click to Compare |
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| Nav | $13.19 | |||
| 1-Month Low NAV | $12.87 | |||
| 1-Month High NAV | $13.56 | |||
| 52-Week Low NAV | $11.86 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.59 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | HBACX-NASDAQ | Click to Compare |
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| Beta | 1.14 | |||
| Standard Deviation | 8.34 | |||
| Balance Sheet | HBACX-NASDAQ | Click to Compare |
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| Total Assets | 311.00M | |||
| Operating Ratios | HBACX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.89% | |||
| Turnover Ratio | 11.00% | |||
| Performance | HBACX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.49% | |||
| Last Bear Market Total Return | -11.78% | |||