Back to top
more

Hartford Moderate Allocation Fund (class R5): (MF: HBATX)

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

$13.30 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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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 3.05 71
3 months 3.51 69
6 months 7.61 59
1 Year 15.53 55
3 Year 13.68 48
5 Year 6.79 53
10 Year 8.28 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -37.83
Bull Market (2/09 - 3/21) 300.45

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.07
5 Year 6.39
10 Year 7.41
Since Inception 5.44

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.15 7.07 4.86 2.32
2024 5.36 1.77 5.71 -1.02
2023 4.31 2.61 -3.42 9.21
2022 -4.94 -11.52 -5.06 6.62
2021 2.89 4.25 -1.02 3.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.0515.0712.2012.90-14.869.8411.2918.46-5.7015.074.82
% Total Return Rel to Index 0.26-3.14-12.82-13.333.33-18.83-7.10-13.02-1.31-6.72-7.10
% Total Return Rel to Peer -0.530.562.28-0.25-1.89-1.660.601.260.791.61-1.44
% Perf Quintile vs Peer* 4.003.000.003.003.004.004.003.003.003.004.00
% Dividends 0.000.340.340.270.240.270.210.270.330.350.13
% Yield 0.002.252.522.552.131.901.562.102.842.731.16
Capital Gains ($) 0.001.010.000.000.300.610.280.180.640.270.00
Expense Ratio 0.000.290.280.280.280.270.280.260.270.260.28

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