Hartford Moderately Aggressive Allocation Fund Class I is a multi-asset mutual fund designed to seek long-term capital appreciation through a globally diversified allocation strategy. Structured as a fund-of-funds, it principally invests in a mix of equity and fixed income mutual funds and ETFs managed by Hartford Funds, drawing on the expertise of both Wellington Management and Schroders for active management and research. The fund's strategic target allocation is 55% U.S. stocks, 25% international stocks, and 20% fixed income instruments, positioning it in the global moderately aggressive allocation category. This asset mix aims to balance capital growth with risk, offering exposure across sectors, geographies, and market capitalizations, while maintaining higher volatility than a balanced fund but lower than pure equity funds. Portfolio management emphasizes proprietary research and collaboration, with the goal of generating competitive, risk-adjusted returns over full market cycles. The fund is suitable for investors seeking a comprehensive, professionally managed portfolio that prioritizes capital appreciation with moderate equity exposure and global diversification.
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