HBATX Mutual Fund (Hartford Moderate Allocation Fund Class R5) is managed by Hartford Funds with $11.9M in net assets. HBATX expense ratio is 0.77%, holding 16 positions across sectors including Unknown, Other. Inception date: 2006-12-22.

HBATX performance shows a YTD return of 6.98%. The 1-year return is 17.92% and the 5-year return is 6.92%. HBATX dividend yield stands at 2.21%, paid annually.

HBATX 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 HBATX holdings, sector breakdown, or dividend history.

HBATX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HBATX alternatives are available via the screener, along with tax-loss harvesting opportunities.