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Hartford Moderate Allocation Fund Class A (HBAAX)

US Funds

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13.26 +0.01 +0.08%

30/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 270.55M

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HBAAX Overview

On this page you'll find an in-depth profile of Hartford Moderate Allocation Fund Class A. Learn about the key management, total assets, investment strategy and contact information of HBAAX among other information.

Contact Information

Address 430 W 7th Street, Suite 219060
Kansas City,MO 64105-1407
United States

Phone +1 8888437824

Fax Kansas City

Web www.hartfordfunds.com

Top Executives

Name	Title	Since	Until
James S. Glendon	-	2022	Now
Biography	James S. Glendon, CFA, Portfolio Manager at Hartford Funds, joined Hartford Funds Management Company in 2016. Mr. Glendon has over 12 years of asset management experience. Prior to joining Hartford, Mr. Glendon served as a Senior Analyst for FedEx Corporation’s employee pension plan from 2014 to 2016. In this role, Mr. Glendon was responsible for asset allocation, manager oversight, and portfolio construction. Prior to this, he was involved in loan trading at Vining Sparks and institutional client relations at SouthernSun Asset Management, an equity investment management firm.
Vernon J. Meyer	Managing Director	2015	Now
Biography	Vernon J. Meyer, CFA, Managing Director and Chief Investment Officer of Hartford Funds Management Company, LLC. Prior to joining The Hartford in 2004, Mr. Meyer served as a vice president and managing director of MassMutual.
Allison Mortensen	Vice President	2015	Now
Biography	Allison Mortensen, CFA, Vice President, Head of Multi-Asset Solutions and Portfolio Manager of the Hartford Funds Management Company, LLC. Ms. Mortensen joined the Investment Manager in 2015. Prior to joining the Investment Manager, Ms. Mortensen served as a Senior Portfolio Manager at Aberdeen Asset Management, Inc. (formerly, Gartmore Global Investments) from 2004 to 2015. In this role, Ms. Mortensen developed and oversaw multi-asset, multi manager asset allocation strategies, and was responsible for dynamic asset allocation, portfolio construction and manager selection. Allison graduated with a BS in finance and computer science from the University of Richmond. She is a CFA Charterholder.
Wendy M. Cromwell	Portfolio Manager	2012	2015
Biography	Wendy M. Cromwell, CFA, Senior Vice President and Partner; Director, Strategic Asset Allocation, Asset Allocation Strategies Group; and Portfolio Manager. As director of Strategic Asset Allocation, Wendy leads the development of asset allocation solutions for the firm's global client base. She and her team conduct research on long-term asset allocation themes, including capital market expectations and issues of overall portfolio structure, in order to assist clients with long-term strategy and policy issues. In addition, Wendy manages market neutral and real return portfolios as well as customized solutions for clients seeking specific risk/return objectives. She is an author of papers on topics concerning investment policy development, risk analysis, and the role of specialized asset classes in portfolios. Wendy is also a member of the Executive Committee and Equity Review Group, and she serves on the Advisory Board of the Wellington Women's Network. Prior to joining Wellington Management in 1996, Wendy was a president's associate at Harrah's Entertainment (1995 —1996). Wendy received her MBA, with honors, from Vanderbilt University (Owen, 1995) and her BBA, summa cum laude, from the University of Mississippi (1993). She also holds the Chartered Financial Analyst designation.
Richard P. Meagher	Portfolio Manager	2012	2015
Biography	Richard P. Meagher, CFA, is Vice President, Asset Allocation Strategist, and Portfolio Manager. As an asset allocation strategist in the Asset Allocation Strategies Group, Rich researches long-term asset allocation themes, including capital market expectations and issues of overall portfolio structure, in order to assist clients with long-term strategy and policy issues. In addition, Rich manages a number of global balanced and asset allocation portfolios. Prior to joining the Wellington Management in 1996, Rich worked for Ernst & Young as an auditor and consultant (1991 — 1996). Rich received his MBA with a concentration in accounting from Boston University (1992) and his BA in history, cum laude, from Harvard University (1990). Additionally, he holds the Chartered Financial Analyst designation.
Paul Bukowski	Portfolio Manager	2012	2012
Biography	Paul Bukowski, CFA – Paul is an Executive Vice President, Senior Portfolio Manager and Head of Quantitative Equities, Passive Equities and Asset Allocation. Prior to joining HIMCO in 2005, Paul was a Senior Quantitative Analyst for ING Investment Management. Paul earned his BA in Statistics and Computer Science from the University of Wisconsin and an MBA in Finance and Policy from the University of Chicago. He is a Fellow of the Casualty Actuarial Society.
Edward C. Caputo	Portfolio Manager	2007	2012
Biography	Edward Caputo, CFA, Senior Vice President and Portfolio Manager within the Quantitative Equities, Passive Equities and Asset Allocation Team. Prior to this he served as a Portfolio Manager for several fund of funds including asset allocation portfolios and 529 plans. Previously, Mr. Caputo was responsible for the portfolio management and trading of the passively managed equity portfolios. Mr. Caputo joined Hartford Investment Management in 2001 as a Risk Management Analyst in the Corporate and High Yield sectors. Prior to joining the firm, Mr. Caputo was a Securities Control Analyst with TimesSquare Capital Management, Inc. Mr. Caputo earned his B.S. in Finance and Accounting from Drexel University and his M.B.A. from Rensselaer Polytechnic Institute.
Hugh T. M. Whelan	Executive Vice President	2006	2012
Biography	Whelan has been executive vice president of Hartford Investment Management since 2005. He has been with Hartford since 1990. Whelan holds the Chartered Financial Analyst designation.
William H. Davison	investment research, Trader	2004	2007
Biography	Davison has worked in a number of areas, including investment research and money-market trading, he joined Hartford Investment Management in 1990. Prior to joining Hartford, he was vice president of corporate finance for Shawmut National Corporation and was also a loan officer with Manufacturers Hanover Trust Company. Davison holds the Chartered Financial Analyst designation.
Christopher Hanlon	Senior Vice President	2004	2007
Biography	Hanlon is senior vice president of Hartford Investment Management. He joined Hartford Investment Management in 1988. Hanlon has served as a portfolio manager since 1994.

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