HBAAX Mutual Fund
HBAAX Mutual Fund
Hartford Moderate Allocation Fund Class A
HBAAX Mutual Fund Overview
HBAAX Mutual Fund (Hartford Moderate Allocation Fund Class A) is managed by Hartford Funds with $283.4M in net assets. HBAAX expense ratio is 1.04%, holding 16 positions across various sectors. Inception date: 2004-05-28.
HBAAX performance shows a YTD return of 6.87%. The 1-year return is 17.38% and the 5-year return is 6.60%. HBAAX dividend yield stands at 1.96%, paid annually.
HBAAX 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 HBAAX holdings, sector breakdown, or dividend history.
HBAAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HBAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.