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Hartford Moderate Allocation Fund (class C): (MF: HBACX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:45 PM ET

$13.19 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.84 75
3 months 3.22 75
6 months 6.98 68
1 Year 14.25 61
3 Year 12.42 58
5 Year 5.64 68
10 Year 7.15 64

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -38.67
Bull Market (2/09 - 3/21) 236.23

Load Adjusted Returns as of Feb 28, 2026

1 Year 12.64
5 Year 5.26
10 Year 6.29
Since Inception 4.88

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.15 6.73 4.62 2.05
2024 5.13 1.46 5.45 -1.29
2023 3.96 2.35 -3.63 8.86
2022 -5.13 -11.78 -5.30 6.35
2021 2.68 4.00 -1.33 3.20

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.8413.7711.0211.63-15.718.7410.0517.31-6.7013.913.77
% Total Return Rel to Index 0.12-4.44-13.99-14.612.49-19.94-8.34-14.17-2.31-7.88-8.15
% Total Return Rel to Peer -0.67-0.721.11-1.52-2.74-2.76-0.620.11-0.200.45-2.49
% Perf Quintile vs Peer* 4.003.000.004.003.004.004.004.003.003.005.00
% Dividends 0.000.190.180.140.110.080.070.130.110.230.01
% Yield 0.001.251.401.420.950.590.571.031.021.810.14
Capital Gains ($) 0.001.010.000.000.300.610.280.180.640.270.00
Expense Ratio 0.001.391.381.351.341.311.331.301.281.251.28

* 1 = Top 20%, 5 = Bottom 20%