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Hartford Moderate Allocation Fund (class R4): (MF: HBASX)

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

$13.26 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 72
3 months 3.41 71
6 months 7.44 61
1 Year 15.13 58
3 Year 13.32 51
5 Year 6.46 57
10 Year 7.95 55

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -37.99
Bull Market (2/09 - 3/21) 279.88

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.66
5 Year 6.06
10 Year 7.08
Since Inception 5.12

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.07 6.93 4.81 2.22
2024 5.28 1.70 5.65 -1.09
2023 4.22 2.52 -3.51 9.12
2022 -4.95 -11.61 -5.16 6.56
2021 2.81 4.18 -1.09 3.37

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9814.6611.8812.51-15.109.5311.0118.05-5.9914.694.50
% Total Return Rel to Index 0.19-3.55-13.13-13.733.09-19.15-7.38-13.43-1.59-7.10-7.42
% Total Return Rel to Peer -0.600.151.97-0.64-2.14-1.970.330.850.501.23-1.76
% Perf Quintile vs Peer* 4.003.000.003.003.004.004.003.003.003.004.00
% Dividends 0.000.290.300.240.200.230.180.190.300.320.10
% Yield 0.001.962.242.221.801.611.311.552.582.460.86
Capital Gains ($) 0.001.010.000.000.300.610.280.180.640.270.00
Expense Ratio 0.000.600.580.580.590.580.530.580.580.570.58

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