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HRABX Hartford Growth Allocation B

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Fund HRABX Hartford Growth Allocation B IAFWX Voya Global Multi-Asset W UCAGX USAA Cornerstone Aggressive  
Similarity
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100% 88% 86%
Annual Fees
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$234.57
(2.25% Exp. Ratio)
$93.83
(0.90% Exp. Ratio)
$128.23
(1.23% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$17,628.78 $26,602.90 $24,069.71
Est. savings over 30 yrs +$8,974.12 +$6,440.93
Return
As of 12/31/16
1 YR RETURN 4.23%
3 YR 0.19%
5 YR 6.54%
10 YR 3.03%
1 YR RETURN 6.60%
3 YR 2.30%
5 YR 6.77%
10 YR 3.91%
1 YR RETURN 5.65%
3 YR 1.59%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. 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 65%-95% of the fund's assets to the equity component and approximately 5%-35% of the fund's assets to the fixed income component.
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").
The investment seeks capital appreciation over the long term; the fund also considers the potential for current income. The fund invests in equity securities, bonds, money market instruments, and other instruments including derivatives. It has a target asset class allocation of approximately 80% equity securities and 20% fixed-income securities. The actual asset class allocation can deviate from time to time from these targets as market conditions warrant. The implementation of the asset allocation may involve the extensive use of equity and fixed-income ETF. The fund also may invest in investment-grade and below-investment-grade fixed-income securities.

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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.

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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".

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