About HBARX
Hartford Moderate Allocation Fund Class R3 is a diversified mutual fund designed to pursue a balance of long-term capital appreciation and income by investing across multiple asset classes. As a fund-of-funds, it allocates assets primarily among affiliated equity and fixed income funds, generally targeting approximately 40% U.S. stocks, 20% international stocks, and 40% fixed income securities. This approach offers moderate risk exposure, blending growth potential from equities with the relative stability and income generation of bonds. Notably, the fund features significant diversification both geographically and by sector, with the U.S., Canada, and several developed and emerging markets represented within its portfolio. The portfolio emphasizes large blend investment style and typically maintains a medium credit quality and moderate interest rate sensitivity, aiming to withstand a range of market environments. Managed by a team supported by Hartford Funds Management Company, the fund leverages research-driven strategies from both Hartford and external subadvisors like Wellington and Schroders. It is commonly chosen for retirement accounts seeking a balanced, moderately aggressive allocation, and plays a role in providing investors with a single-vehicle solution to disciplined asset diversification and risk moderation.
Fund Family Hartford Mutual Funds
Category Mix Tgt All Mod
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol HBARX
Share Class Class R3
Index Bloomberg U.S. Aggregate Bond TR
HBARX had a total return of 8.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.93%.
