Hartford Conservative Allocation Fund Q1 2025 Commentary
Source: SeekingAlpha
2025-05-19 07:17:00 ET
Summary
- Hartford Conservative Allocation Fund (I Share) underperformed its benchmark during the period.
- Both developed markets and emerging markets outperformed US equities, which experienced a negative quarter.
- Over the period, we added to our positions in Hartford Strategic Income ETF and Hartford Inflation Plus Fund.
Average Annual Total Returns (%)
| Expenses1 | |||||||||
| Class | QTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year | SI | Gross | Net |
| A | 0.81 | 0.81 | 5.8 | 2.85 | 5.65 | 3.56 | 3.93 | 1.01% | 1.01% |
| A with 5.5% Max Sales Charge | — | — | -0.02 | 0.93 | 4.46 | 2.98 | 3.65 | — | — |
| F | 0.9 | 0.9 | 6.12 | 3.23 | 6.02 | 3.91 | 4.21 | 0.64% | 0.64% |
| I | 0.81 | 0.81 | 6.01 | 3.09 | 5.92 | 3.82 | 4.17 | 0.74% | 0.74% |
| R3 | 0.63 | 0.63 | 5.38 | 2.48 | 5.27 | 3.22 | 3.61 | 1.35% | 1.35% |
| R4 | 0.82 | 0.82 | 5.71 | 2.8 | 5.6 | 3.54 | 3.9 | 1.05% | 1.05% |
| R5 | 0.81 | 0.81 | 6.02 | 3.1 | 5.9 | 3.84 | 4.17 | 0.75% | 0.75% |
| Y | 0.81 | 0.81 | 6.01 | 3.09 | 5.92 | 3.82 | 4.17 | 0.74% | 0.74% |
| Benchmark | 1.15 | 1.15 | 5.71 | 2.99 | 5.33 | 4.57 | — | — | — |
| Morningstar Category | 0.73 | 0.73 | 5.15 | 3.01 | 6.66 | 4.36 | — | — | — |
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Hartford Conservative Allocation Fund Q1 2025 Commentary
Hartford US Quality Growth ETF
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