Hartford Moderate Allocation Fund Class R3
HBARX
NASDAQ
| Weiss Ratings | HBARX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | HBARX-NASDAQ | Click to Compare |
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| Provider | Hartford Mutual Funds | |||
| Manager/Tenure (Years) | Vernon J. Meyer (10), Allison Mortensen, CFA (10), Jim Glendon CFA (4) | |||
| Website | http://www.hartfordfunds.com | |||
| Fund Information | HBARX-NASDAQ | Click to Compare |
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| Fund Name | Hartford Moderate Allocation Fund Class R3 | |||
| Category | Global Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Dec 22, 2006 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | HBARX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.71% | |||
| Dividend | HBARX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.66% | |||
| Asset Allocation | HBARX-NASDAQ | Click to Compare |
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| Cash | 2.80% | |||
| Stock | 61.16% | |||
| U.S. Stock | 40.01% | |||
| Non-U.S. Stock | 21.15% | |||
| Bond | 35.77% | |||
| U.S. Bond | 27.30% | |||
| Non-U.S. Bond | 8.47% | |||
| Preferred | 0.05% | |||
| Convertible | 0.20% | |||
| Other Net | 0.02% | |||
| Price History | HBARX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.64% | |||
| 30-Day Total Return | -0.57% | |||
| 60-Day Total Return | -2.53% | |||
| 90-Day Total Return | -2.67% | |||
| Year to Date Total Return | 5.56% | |||
| 1-Year Total Return | 7.31% | |||
| 2-Year Total Return | 21.44% | |||
| 3-Year Total Return | 45.15% | |||
| 5-Year Total Return | 27.30% | |||
| Price | HBARX-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 | HBARX-NASDAQ | Click to Compare |
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| Nav | $13.84 | |||
| 1-Month Low NAV | $13.83 | |||
| 1-Month High NAV | $14.01 | |||
| 52-Week Low NAV | $12.66 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $14.42 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | HBARX-NASDAQ | Click to Compare |
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| Beta | 0.97 | |||
| Standard Deviation | 8.14 | |||
| Balance Sheet | HBARX-NASDAQ | Click to Compare |
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| Total Assets | 319.44M | |||
| Operating Ratios | HBARX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.40% | |||
| Turnover Ratio | 11.00% | |||
| Performance | HBARX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.18% | |||
| Last Bear Market Total Return | -11.68% | |||