HRATX Mutual Fund

HRATX Mutual Fund (Hartford Moderately Aggressive Allocation Fund Class R5) is managed by Hartford Funds with $5.0M in net assets. HRATX expense ratio is 0.78%, holding 16 positions across various sectors. Inception date: 2006-12-22.

HRATX performance shows a YTD return of 10.33%. The 1-year return is 16.78% and the 5-year return is 8.07%. HRATX dividend yield stands at 9.98%, paid annually.

HRATX top holdings include Hartford Core Equity Fund (21.0%), Hartford Large Cap Growth ETF (9.9%), Hartford Equity Income Fund (9.8%), Hartford International Opportunities Fund/the (6.3%), Hartford Multifactor Developed Markets (ex-us) Etf (6.1%). Go to all HRATX holdings, HRATX sectors, or HRATX dividends.

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