HBARX Mutual Fund
HBARX Mutual Fund
Hartford Moderate Allocation Fund Class R3
HBARX Mutual Fund Overview
HBARX Mutual Fund (Hartford Moderate Allocation Fund Class R3) is managed by Hartford Funds with $9.3M in net assets. HBARX expense ratio is 1.36%, holding 16 positions across sectors including Unknown, Other. Inception date: 2006-12-22.
HBARX performance shows a YTD return of 6.69%. The 1-year return is 16.58% and the 5-year return is 6.15%. HBARX dividend yield stands at 1.64%, paid annually.
HBARX 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 HBARX holdings, sector breakdown, or dividend history.
HBARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HBARX alternatives are available via the screener, along with tax-loss harvesting opportunities.