Quarterly Analysis of Hartford Conservative Allocation Fund during Q2 2025
Hartford Conservative Allocation Fund Outperforms in Q2 2021
The Hartford Conservative Allocation Fund (I Share) has shown impressive performance in Q2 2021, outperforming its benchmark. This conservative fund, known for its balanced approach to risk and return, maintains a majority position in fixed income and a smaller portion in equities.
In market environments like Q2 2021, characterized by moderate economic recovery and some equity market volatility, a conservative allocation fund aims for stable income with moderate capital appreciation, prioritizing capital preservation over growth.
The main driver of the Fund's outperformance was an overweight to equities, particularly in international markets which outperformed US markets during the period. US equities posted strong gains, led by large-cap growth stocks and technology-related sectors.
The Fund's portfolio is diversified, with top holdings primarily consisting of Hartford-managed funds. The Hartford Core Bond ETF is the largest holding with a percentage of 18.38. Other top holdings include the Hartford Schroders CoreFixed Income Fund, Hartford Core Equity Fund, Hartford Inflation Plus Fund, and Hartford Large Cap Growth ETF, each with percentages between 5.97 and 4.51. The Hartford World Bond Fund and Hartford Strategic Income ETF are the second and third largest holdings with percentages of 16.90 and 11.27, respectively.
The total percentage of the portfolio is 99.73, with the remaining holdings having percentages below 1.79. This diversification strategy has contributed to the Fund's robust performance.
Emerging markets were lifted by strong performance in Asia and Latin America, while European and Asian developed markets benefited from currency tailwinds and improving trade flows. Style and factor dispersion was notable, with momentum and high-beta strategies outperforming.
The Fund's performance is compared to the Blended Index, which consists of 65% Bloomberg US Aggregate Bond Index, 25% Russell 3000 Index, and 10% MSCI ACWI ex USA Index (net of dividend withholding tax). The Fund's performance data represents past performance and does not guarantee future results.
Markets rallied broadly in Q2, supported by moderating inflation, resilient labor data, and a temporary easing in trade tensions. However, geopolitical tensions remained elevated, particularly in the Middle East.
The Hartford Conservative Allocation Fund (I Share) Class A share has an expense of 1.01% for both gross and net. Portfolio managers from Hartford Funds have extensive experience, with Vernon J. Meyer, Allison Mortensen, and Jim Glendon having 38, 31, and 16 years of experience, respectively.
For the exact Q2 2021 asset allocation, top holdings, and outlook of the Hartford Conservative Allocation Fund (I Share), you would typically need to consult Hartford Funds’ official Q2 2021 fund report or prospectus, as it is not included in the available search results.
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