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Hartford Total Return Bond C HABCX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
11.20  /  0.09 %
Total Assets
3.4 Bil
Adj. Expense Ratio
1.510%
Expense Ratio
1.510%
Fee Level
Average
Longest Manager Tenure
9.42 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,000
Status
Limited
TTM Yield
1.02%
Effective Duration
5.96 years

USD | NAV as of Jul 30, 2021 | 1-Day Return as of Jul 30, 2021, 10:12 PM GMT+00:00

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Morningstar’s Analysis

Will HABCX outperform in future?

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

Process Pillar

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

People Pillar

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The People Pillar is our evaluation of the HABCX 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

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

A solid choice.

Senior Analyst

Summary

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Hartford Total Return Bond is managed by a talented group at subadvisor Wellington that's not afraid to add some risk into this core strategy's portfolio. The team has the resources and judgment to manage those risks, supporting a Morningstar Analyst Rating of Bronze on the strategy's less expensive share classes and Neutral on its more expensive shares.

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