HBASX Mutual Fund

HBASX Mutual Fund (Hartford Moderate Allocation Fund Class R4) is managed by Hartford Funds with $2.8M in net assets. HBASX expense ratio is 1.07%, holding 16 positions across various sectors. Inception date: 2006-12-22.

HBASX performance shows a YTD return of 6.18%. The 1-year return is 13.76% and the 5-year return is 6.26%. HBASX dividend yield stands at 9.16%, paid annually.

HBASX 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 HBASX holdings, HBASX sectors, or HBASX dividends.

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