HBATX Mutual Fund

HBATX Mutual Fund (Hartford Moderate Allocation Fund Class R5) is managed by Hartford Funds with $12.3M in net assets. HBATX expense ratio is 0.77%, holding 16 positions across various sectors. Inception date: 2006-12-22.

HBATX performance shows a YTD return of 6.39%. The 1-year return is 14.15% and the 5-year return is 6.66%. HBATX dividend yield stands at 9.44%, paid annually.

HBATX 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 HBATX holdings, HBATX sectors, or HBATX dividends.

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