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Hartford AARP Balanced Retirement R6 (HAFVX)
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8.76 - YTD Return 1.20%
- Expense Ratio 1.85%
- Category Allocation--30% to 50% Equity
- Last Cap Gain -47.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 63.69M
- Beta (5Y Monthly) 0.68
- Yield 3.20%
- 5y Average Return --
- Holdings Turnover 20.00%
- Last Dividend 0.06
- Inception Date Apr 30, 2014
The fund seeks to achieve its investment objective by investing in a broad range of equity and equity-related securities, debt securities, structured products, derivatives, money market instruments, and other investments. Under normal circumstances, it targets an allocation between 30%-50% of the fund's net assets in equity and equity-related securities and 50%-70% of the fund's net assets in fixed income securities and cash instruments.
Hartford Mutual Funds
Fund Family
Allocation--30% to 50% Equity
Fund Category
63.69M
Net Assets
2014-04-30
Inception Date
Performance Overview: HAFVX
Trailing returns as of 4/18/2024. Category is Allocation--30% to 50% Equity.
Holdings: HAFVX
Top 4 Holdings (11.29% of Total Assets)
Sector Weightings
SectorHAFVX
Healthcare 16.87%
Industrials 13.98%
Energy 13.56%
Consumer Defensive 12.44%
Financial Services 9.17%
Real Estate 9.02%
Basic Materials 8.25%
Technology 8.06%
Consumer Cyclical 6.26%
Utilities 1.41%
Communication Services 0.98%
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