Target Allocations
A fund-of-funds that generally targets an allocation of 25% US stocks, 10% international stocks, and 65% fixed income
Strategies from Wellington
Wellington boasts a collaborative culture, global resources, and an emphasis on proprietary research
Strategies from Schroders
Schroders is a global manager that emphasizes fundamental research and long-term thinking
Objective: Seeks current income and long-term capital appreciation.
The portfolio managers are supported by the full resources of Hartford Funds Management Company.
Performance
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
SI = Since Inception. Fund Inception: 05/28/2004
Characteristics
% in Fixed Income Funds | 63 |
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% in Equity Funds | 37 |
Price/Earnings (Last 12 Months) | 24.0x |
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Price/Book | 5.1x |
EPS Growth Rate (Last 5 Years) | 18.5% |
Asset Weighted Market Cap (billions) | $582.6 |
Return on Equity | 32.4% |
Effective Duration | 5.32 yrs |
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30-Day SEC Yield | 3.19 |
Unsubsidized 30-Day SEC Yield
|
3.19 |
Aaa/AAA | 17 |
Aa/AA | 47 |
A | 10 |
Baa/BBB | 12 |
Ba/BB | 5 |
B | 5 |
Caa/CCC or lower | 1 |
Not Rated | 3 |
Hartford Core Bond ETF | 20 |
Hartford World Bond Fund | 18 |
Hartford Strategic Income ETF | 11 |
Hartford Core Equity Fund | 9 |
Hartford Schroders Core Fixed Income Fund | 9 |
Hartford Inflation Plus Fund | 5 |
Hartford Large Cap Growth ETF | 5 |
Hartford Equity Income Fund | 4 |
Hartford International Opportunities Fund | 3 |
Hartford Multifactor Developed Markets (ex-US) ETF | 3 |
Hartford US Value ETF | 2 |
Hartford US Quality Growth ETF | 2 |
Hartford Small Cap Value Fund | 2 |
Hartford Schroders International Contrarian Value Fund | 2 |
Hartford International Growth Fund | 2 |
Hartford Small Company Fund | 2 |
Hartford Schroders Emerging Markets Equity Fund | 1 |
Fund Literature
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