About HBADX
Hartford Moderate Allocation Fund Class F is a balanced mutual fund designed to pursue long-term capital appreciation and income by investing across multiple asset classes. The fund follows a fund-of-funds approach, primarily allocating approximately 40% of its assets to U.S. equities, 20% to international equities, and 40% to fixed income securities. Through this diversified investment strategy, it aims to provide a moderate balance between growth potential and income generation, offering exposure to both domestic and international markets.
Key features of the fund include its blend of underlying Hartford equity and bond funds, such as core equity, value, growth, and fixed income vehicles managed by globally recognized firms like Wellington and Schroders. This structure helps mitigate risk while participating in broad market opportunities. The fund's allocation is periodically adjusted based on market conditions, making it suitable for investors seeking a diversified portfolio within a single investment product. By bridging multiple sectors and geographic regions, Hartford Moderate Allocation Fund Class F plays a vital role for those who seek a disciplined, moderate-risk strategy within their overall financial plans.
Fund Family Hartford Mutual Funds
Category Mix Tgt All Mod
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol HBADX
Share Class Class F
Index Bloomberg U.S. Aggregate Bond TR
HBADX had a total return of 9.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.63%.
