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Hartford Moderately Aggressive Allocation Fund-r5: (MF: HRATX)

(NASDAQ Mutual Funds) As of Jun 9, 2026 05:52 PM ET

$16.63 USD

+0.02 (0.12%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 5.54 36
3 months 3.41 27
6 months 7.10 32
1 Year 24.47 34
3 Year 16.25 26
5 Year 7.87 31
10 Year 9.85 27

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.34
Bull Market (2/09 - 3/21) 480.42

Load Adjusted Returns as of Apr 30, 2026

1 Year 16.19
5 Year 7.03
10 Year 9.13
Since Inception 6.55

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.93 NA NA NA
2025 -0.68 8.79 5.93 2.80
2024 7.24 2.20 5.91 -0.42
2023 4.66 3.96 -3.73 10.14
2022 -4.88 -13.63 -5.53 8.11
2021 4.72 5.19 -1.42 4.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.5417.6815.6015.38-16.1013.9213.3022.28-7.1518.785.59
% Total Return Rel to Index 2.39-0.53-9.42-10.862.10-14.75-5.09-9.20-2.76-3.01-6.34
% Total Return Rel to Peer -1.393.175.682.22-3.132.412.625.08-0.655.32-0.68
% Perf Quintile vs Peer* 5.002.001.003.003.003.003.002.003.002.004.00
% Dividends 0.000.280.290.230.270.330.230.230.310.320.07
% Yield 1.641.611.841.882.112.031.511.642.672.480.70
Capital Gains ($) 0.001.430.220.000.520.840.370.360.140.000.00
Expense Ratio 0.000.260.260.260.270.260.250.250.260.250.28

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