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Morningstar

Hartford Short Duration C HSDCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 9.52  /  −0.10 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.530%
  • Expense Ratio 1.530%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.87%
  • Effective Duration 2.05 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis HSDCX

Will HSDCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSDCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HSDCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HSDCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Well-prepared for a pending manager transition.

Senior Analyst Mike Mulach

Mike Mulach

Senior Analyst

Summary

Thanks to adept succession planning, Hartford Short Duration's team remains well positioned, but portfolio construction concerns remain.

by Mike Mulach
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HSDCX

More HSDCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future June 24

17.69 321.0 Mil
Government

United States Treasury Notes 2.125%

2.30 41.7 Mil
Government

United States Treasury Notes 2.75%

1.07 19.5 Mil
Government

United States Treasury Notes 2.625%

0.78 14.2 Mil
Government

Federal National Mortgage Association 4%

0.67 12.1 Mil
Securitized

Usd

0.63 11.4 Mil
Cash and Equivalents

Public Service Enterprise Group Incorporated 5.875%

0.59 10.6 Mil
Corporate

United States Treasury Notes 3.25%

0.58 10.6 Mil
Government

Rogers Communications Inc. 5%

0.56 10.1 Mil
Corporate

United States Treasury Notes 3.875%

0.54 9.9 Mil
Government