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HBARX Hartford Moderate Allocation R3

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Fund HBARX Hartford Moderate Allocation R3 GAL SPDR® SSgA Global Allocation ETF IAFWX Voya Capital Allocation W  
Similarity
?
100% 86% 90%
Annual Fees
?
$171.97
(1.65% Exp. Ratio)
$36.48
(0.35% Exp. Ratio)
$93.80
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.22% annual return
$20,997.88 $31,136.06 $26,372.68
Est. savings over 30 yrs +$10,138.18 +$5,374.79
Return
As of 10/31/16
1 YR RETURN -0.22%
3 YR 0.22%
5 YR 3.60%
10 YR 2.87%
1 YR RETURN 0.16%
3 YR 2.33%
5 YR --
10 YR --
1 YR RETURN 2.65%
3 YR 2.39%
5 YR 6.19%
10 YR 3.91%
Description
The investment seeks long-term capital appreciation and income. The fund seeks to meet its investment objective through investment in a combination of other Hartford Funds, including fixed income funds, equity funds and funds that may have exposures to alternative asset classes, including commodities (the "underlying funds"). The Investment Manager anticipates allocating approximately 45%-75% of the fund's assets to the equity component and approximately 25%-55% of the fund's assets to the fixed income component.
The investment seeks to provide capital appreciation. The fund invests substantially all of its assets in the SSGA Global Allocation Portfolio (the "Portfolio"), a separate series of the SSGA Master Trust with an identical investment objective as the fund. As a result, the fund invests indirectly through the Portfolio. The Portfolio typically allocates approximately 60% of its assets to equity securities, though this percentage can vary based on the Adviser's tactical decisions.
The investment seeks total return consisting of capital growth, both realized and unrealized and current income. The fund invests the assets in a combination of underlying funds that, in turn, invest directly in securities (such as stocks and bonds). Under normal market conditions, approximately 65% of the fund's net assets will be allocated to underlying funds that invest in equity securities, and approximately 35% of the fund's net assets will be allocated to underlying funds that invest in debt instruments, including U.S. government securities and money market instruments ("Target Allocations").

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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