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Hartford Moderate Allocation Fund (class R3): (MF: HBARX)

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

$12.98 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 2.97 73
3 months 3.37 72
6 months 7.26 64
1 Year 14.84 59
3 Year 12.99 54
5 Year 6.13 62
10 Year 7.63 59

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -38.43
Bull Market (2/09 - 3/21) 261.44

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.35
5 Year 5.74
10 Year 6.76
Since Inception 4.79

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.00 6.91 4.75 2.09
2024 5.21 1.65 5.52 -1.17
2023 4.11 2.48 -3.59 9.02
2022 -5.04 -11.68 -5.18 6.45
2021 2.78 4.10 -1.26 3.33

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9714.3511.5312.15-15.349.1710.6617.68-6.2514.374.26
% Total Return Rel to Index 0.22-3.86-13.48-14.092.85-19.50-7.74-13.80-1.86-7.42-7.67
% Total Return Rel to Peer -0.57-0.151.61-1.00-2.38-2.33-0.020.480.240.90-2.00
% Perf Quintile vs Peer* 4.003.000.004.003.004.004.003.003.003.005.00
% Dividends 0.000.250.250.190.170.200.130.180.260.280.06
% Yield 0.001.701.931.921.531.401.021.472.252.210.59
Capital Gains ($) 0.001.010.000.000.300.610.280.180.640.270.00
Expense Ratio 0.000.900.870.880.880.870.870.870.870.870.88

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