HBATX Mutual Fund
HBATX Mutual Fund
HBATX Mutual Fund
Hartford Moderate Allocation Fund Class R5
HBATX Mutual Fund Overview
HBATX Mutual Fund (Hartford Moderate Allocation Fund Class R5) is managed by Hartford Funds with $13.5M in net assets. HBATX expense ratio is 0.77%, holding 16 positions across various sectors. Inception date: 2006-12-22.
HBATX performance shows a YTD return of 5.79%. The 1-year return is 8.64% and the 5-year return is 6.19%. HBATX dividend yield stands at 2.42%.
HBATX top holdings include Hartford Core Equity Fund (16.0%), Hartford Core Bond ETF (13.1%), Hartford World Bond Fund (9.4%), Hartford Large Cap Growth ETF (7.5%), Hartford Equity Income Fund (7.2%). Go to all HBATX holdings, HBATX sectors, or HBATX dividends.
HBATX can be compared against other funds. Use HBATX overlap to find shared positions, or HBATX vs another fund for a side-by-side view. HBATX alternatives are available via the screener, along with tax-loss harvesting opportunities.