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Morningstar

Hartford High Yield I HAHIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 6.73  /  0.30 %
  • Total Assets 389.3 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.680%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 5.14%
  • Effective Duration 4.09 years

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis HAHIX

Will HAHIX 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 HAHIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HAHIX 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 HAHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Hartford High Yield I’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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