HBARX Mutual Fund

HBARX Mutual Fund (Hartford Moderate Allocation Fund Class R3) is managed by Hartford Funds with $9.6M in net assets. HBARX expense ratio is 1.36%, holding 16 positions across various sectors. Inception date: 2006-12-22.

HBARX performance shows a YTD return of 6.08%. The 1-year return is 13.54% and the 5-year return is 5.90%. HBARX dividend yield stands at 9.04%, 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%). Go to all HBARX holdings, HBARX sectors, or HBARX dividends.

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