HM

HARTFORD MODERATE ALLOCATION FUND | HBAAX

Mutual Fund
HARTFORD MUTUAL FUNDS INC/CT
Last update 2025-06-28 6 Stocks (1 new)
Value $121.00 Mil Turnover 17 %
Countries:
Top Holdings: HCRB(33.05%)HFGO(17.19%)HSUN(16.85%)RODM(15.14%)VMAX(9.11%)
Summary Stock Picks Current Portfolio
HARTFORD MODERATE ALLOCATION F... Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HCRB
Hartford Core Bond ETF
1,143,741
40,083.0
-3.72%
33.050
-1.45%
12.040
+1.62%
+3.23%
337.0
 
HFGO
Hartford Large Cap Growth ETF
978,462
20,851.0
0%
17.190
0%
15.220
+25.03%
+7.73%
157.8
 
HSUN
Hartford Strategic Income ETF
597,972
20,441.8
New Holding
16.850
+16.85%
15.530
+4.93%
+4.56%
0
 
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
Hartford Multifactor Developed Markets (ex-US) ETF
567,581
18,361.3
0%
15.140
0%
1.670
+12.44%
+24.91%
1,191.4
 
VMAX
Hartford US Value ETF
238,742
11,042.8
0%
9.110
0%
27.130
+12.79%
+6.85%
44.4
 
HQGO
Hartford US Quality Growth ETF
214,143
10,500.8
0%
8.660
0%
25.800
+17.76%
+5.89%
46.0
 

HARTFORD MODERATE ALLOCATION FUND's Historical Top Holdings Breakdowns

HARTFORD MODERATE ALLOCATION FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HSUN
Hartford Strategic Income ETF
2025-04-30
New Buy
New Buy
+16.85%
●
33.34 ($34.46) 35.03
$33.53
-2.69%
New holding
597,972
597,972
HCRB
Hartford Core Bond ETF
2025-04-30
Reduce
Reduce
-1.45%
●
34.45 ($34.93) 35.35
$34.92
-0.03%
Reduce -3.72%
1,143,741
-44,166
ROUS
Hartford Multifactor US Equity ETF
2024-10-31
Add
Add
+1.48%
●
47.43 ($50.78) 52.58
$54.60
7.52%
Add 7.63%
426,268
30,216
HCRB
Hartford Core Bond ETF
2024-07-31
Reduce
Reduce
-3.36%
●
34.19 ($34.7) 35.2
$34.92
0.63%
Reduce -7.62%
1,187,907
-97,969
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
Hartford Multifactor Developed Markets (ex-US) ETF
2024-07-31
Reduce
Reduce
-1.01%
●
27.58 ($28.35) 28.85
$34.84
22.89%
Reduce -6.04%
567,581
-36,464
HCRB
Hartford Core Bond ETF
2024-04-30
Reduce
Reduce
-0.58%
●
33.89 ($34.57) 35.24
$34.92
1.01%
Reduce -1.27%
1,285,876
-16,512
HCRB
Hartford Core Bond ETF
2024-01-31
Add
Add
+0.94%
●
32.87 ($34.41) 35.47
$34.92
1.48%
Add 2.09%
1,302,388
26,670
ROUS
Hartford Multifactor US Equity ETF
2023-10-31
Reduce
Reduce
-1.27%
●
38.71 ($40.92) 42.31
$54.60
33.43%
Reduce -6.79%
396,052
-28,830

HARTFORD MODERATE ALLOCATION FUND Total Holding History ($B)

To

HARTFORD MODERATE ALLOCATION FUND's Asset Allocation

To

HARTFORD MODERATE ALLOCATION FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HARTFORD MODERATE ALLOCATION FUND's Hypothetical Growth since 2025-04-30

HARTFORD MODERATE ALLOCATION FUND's Yearly Returns

Year Portfolio % % Excess Gain %

HARTFORD MODERATE ALLOCATION FUND's Holdings Heat Map

Size field:

HARTFORD MODERATE ALLOCATION FUND's Holdings Bubble Chart

HARTFORD MODERATE ALLOCATION FUND News

  • 1

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