Nasdaq - Delayed Quote USD
Hartford Multi Asset Inc A (ITTAX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.53% |
| 5y Average Return | 3.57% |
| Number of Years Up | 21 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 31, 2024) | 30.30% |
| Worst 1Y Total Return (Oct 31, 2024) | -- |
| Best 3Y Total Return | 30.30% |
| Worst 3Y Total Return | 0.05% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ITTAX
Category
- YTD
- 8.49%
- 5.91%
- 1-Month
- 1.30%
- 0.61%
- 3-Month
- 5.17%
- 4.02%
- 1-Year
- 16.53%
- 18.59%
- 3-Year
- 2.70%
- 8.56%
- 5-Year
- 4.11%
- 7.44%
- 10-Year
- 5.03%
- 6.20%
- Last Bull Market
- 11.74%
- 11.89%
- Last Bear Market
- -7.54%
- -8.23%
Annual Total Return (%) History
Year
ITTAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.74% | 0.40% | 5.17% | -- |
| 2023 | 3.45% | 1.43% | -2.20% | 7.42% |
| 2022 | -6.01% | -7.54% | -3.85% | 5.59% |
| 2021 | 1.24% | 3.52% | -0.54% | 2.65% |
| 2020 | -11.62% | 9.12% | 3.23% | 6.59% |
| 2019 | 8.64% | 2.28% | 1.42% | 2.12% |
| 2018 | -1.23% | 1.17% | 4.25% | -9.11% |
| 2017 | 4.45% | 2.37% | 3.09% | 4.44% |
| 2016 | 1.05% | 2.05% | 1.98% | 0.46% |
| 2015 | 1.35% | -0.27% | -5.49% | 4.28% |
| 2014 | 1.70% | 4.06% | 0.20% | 3.34% |
| 2013 | 6.92% | 2.08% | 3.62% | 6.34% |
| 2012 | 8.88% | -2.87% | 5.23% | -0.07% |
| 2011 | 4.15% | -0.62% | -9.94% | 8.71% |
| 2010 | 4.34% | -8.35% | 8.62% | 7.67% |
| 2009 | -4.56% | 14.83% | 13.72% | 4.54% |
| 2008 | -7.77% | -2.20% | -9.62% | -16.96% |
| 2007 | 1.07% | 6.03% | 1.52% | -2.41% |
| 2006 | 2.09% | -2.15% | 4.48% | 5.55% |
| 2005 | -1.97% | 2.34% | 3.68% | 2.62% |
| 2004 | 0.33% | 0.60% | -1.95% | 4.51% |
| 2003 | -2.26% | 10.10% | 1.04% | 8.38% |
| 2002 | -0.31% | -9.65% | -9.12% | 6.03% |
| 2001 | -6.08% | 2.08% | -7.31% | 6.66% |
| 2000 | 3.81% | -1.73% | 0.20% | -1.29% |
| 1999 | 2.88% | 4.58% | -4.09% | 8.62% |
| 1998 | 9.06% | 4.45% | -3.94% | 10.65% |
| 1997 | 1.53% | 12.39% | 5.28% | 2.63% |
| 1996 | 5.95% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 85 |
| 1-Month | 80 |
| 3-Month | 67 |
| 1-Year | 81 |
| 3-Year | 39 |
| 5-Year | 83 |
Load Adjusted Returns
| 1-Year | 10.12% |
| 3-Year | 0.78% |
| 5-Year | 2.94% |
| 10-Year | 4.44% |
Performance & Risk
| YTD Return | 6.53% |
| 5y Average Return | 3.57% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.67 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | Hartford Mutual Funds |
| Net Assets | 604.39M |
| YTD Return | 8.49% |
| Yield | 3.88% |
| Morningstar Rating | |
| Inception Date | Mar 31, 2015 |
Fund Summary
The fund seeks to achieve its investment objective by investing across a broad range of asset classes. Under normal circumstances, Wellington Management Company LLP ("Wellington Management"), the fund's sub-adviser, targets an allocation between 30% and 50% of the fund's net assets in equity securities and 50% to 70% of the fund's net assets in fixed income securities and cash instruments.
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