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

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

$15.32 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 3.35 62
3 months 3.96 59
6 months 8.85 46
1 Year 18.48 39
3 Year 16.47 27
5 Year 8.72 32
10 Year 10.33 28

* 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) 461.26

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.68
5 Year 8.45
10 Year 9.24
Since Inception 6.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 3.3517.6815.6015.38-16.1013.9213.3022.28-7.1518.785.59
% Total Return Rel to Index 0.61-0.53-9.42-10.862.10-14.75-5.09-9.20-2.76-3.01-6.34
% Total Return Rel to Peer -0.183.175.682.22-3.132.412.625.08-0.655.32-0.68
% Perf Quintile vs Peer* 3.002.000.003.003.003.003.002.003.002.004.00
% Dividends 0.000.280.290.230.270.330.230.230.310.320.07
% Yield 0.001.611.841.882.112.031.511.642.672.480.70
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%