HBAIX Mutual Fund
HBAIX Mutual Fund
Hartford Moderate Allocation Fund Class I
HBAIX Mutual Fund Overview
HBAIX Mutual Fund (Hartford Moderate Allocation Fund Class I) is managed by Hartford Funds with $10.7M in net assets. HBAIX expense ratio is 0.76%, holding 16 positions across sectors including Unknown, Other. Inception date: 2006-08-31.
HBAIX performance shows a YTD return of 6.99%. The 1-year return is 18.03% and the 5-year return is 6.93%. HBAIX dividend yield stands at 2.20%, paid annually.
HBAIX top holdings include Hartford Core Equity Fund (15.5%), Hartford World Bond Fund (11.7%), Hartford Core Bond ETF (11.3%), Hartford Equity Income Fund (7.7%), Hartford Large Cap Growth ETF (7.2%). View all HBAIX holdings, sector breakdown, or dividend history.
HBAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HBAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.