HBAIX Mutual Fund
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 $11.0M in net assets. HBAIX expense ratio is 0.76%, holding 16 positions across various sectors. Inception date: 2006-08-31.
HBAIX performance shows a YTD return of 6.32%. The 1-year return is 14.09% and the 5-year return is 6.65%. HBAIX dividend yield stands at 9.46%, 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%). Go to all HBAIX holdings, HBAIX sectors, or HBAIX dividends.
HBAIX can be compared against other funds. Use HBAIX overlap to find shared positions, or HBAIX vs another fund for a side-by-side view. HBAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.