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Hartford Moderate Allocation Fund (class I): (MF: HBAIX)

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

$13.28 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 2.98 73
3 months 3.51 69
6 months 7.54 60
1 Year 15.46 56
3 Year 13.66 48
5 Year 6.78 53
10 Year 8.30 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -37.70
Bull Market (2/09 - 3/21) 301.42

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.08
5 Year 6.40
10 Year 7.43
Since Inception 5.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.15 7.00 4.94 2.32
2024 5.36 1.77 5.71 -1.02
2023 4.32 2.61 -3.42 9.21
2022 -4.94 -11.52 -5.06 6.64
2021 2.89 4.25 -1.02 3.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9815.0812.2012.90-14.869.8511.3218.49-5.6615.024.94
% Total Return Rel to Index 0.19-3.13-12.81-13.333.34-18.83-7.07-12.99-1.26-6.76-6.98
% Total Return Rel to Peer -0.600.582.29-0.25-1.89-1.650.631.290.831.56-1.32
% Perf Quintile vs Peer* 4.003.000.003.003.004.004.003.003.003.004.00
% Dividends 0.000.340.340.270.240.270.210.270.330.360.13
% Yield 0.002.252.522.552.151.901.582.112.892.771.18
Capital Gains ($) 0.001.010.000.000.300.610.280.180.640.270.00
Expense Ratio 0.000.290.270.270.260.260.250.250.250.230.25

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