HBAAX Mutual Fund

HBAAX Mutual Fund (Hartford Moderate Allocation Fund Class A) is managed by Hartford Funds with $291.8M 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 6.27%. The 1-year return is 13.87% and the 5-year return is 6.34%. HBAAX dividend yield stands at 9.25%, 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%). Go to all HBAAX holdings, HBAAX sectors, or HBAAX dividends.

HBAAX can be compared against other funds. Use HBAAX overlap to find shared positions, or HBAAX vs another fund for a side-by-side view. HBAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.