AARP Balanced Retirement Fund (HAFIX.O)

At A Glance

You hold HAFIX.O in 0 portfolios

Net Asset Value

9.35USD

 0.04 +0.43%

08/08/2022

Category
Mixed Equity
YTD Return (Cumulative)
 -6.10%
Classification
Mix Tgt Alloc Con
5 Year Return (Annualized)
 4.12%
Lipper Index
Lipper M-A Tgt All C IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since April, 2014 »

 HAFIX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyHartford Funds
Inception Date04/30/2014
Portfolio Turnover23%
Dividend Yield--
Fund ManagerGoolgasian/WIlke
Manager Tenure2014
Hartford Funds
101 Montgomety Street
San Francisco, CA 94104

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.66%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$2,000
Subsequent Investments$50
Initial IRA Investments$2,000
Subsequent IRA Investments$50

Investment Strategy

The Fund seeks to provide a high level of current income consistent with growth of capital. The Fund targets a neutral allocation of approximately 30% in equity securities and 70% in fixed income securities and may adjust generally within a range of +/-20% to adapt the portfolio to various income and market conditions.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
295
Consistent Return
 
295
Capital Preservation
 
4604
Low Expense
 
156
Tax Efficiency (U.S. only)
 
295

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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