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Morningstar

Hartford High Yield R3 HAHRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 6.58  /  0.02 %
  • Total Assets 385.0 Mil
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.270%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 4.81%
  • Effective Duration 3.74 years

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis HAHRX

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

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hartford High Yield R3 to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HAHRX

More HAHRX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 289
  • Other Holdings 11
  • % Assets in Top 10 Holdings 9.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

1.97
7,581,119
Cash and Equivalents

Mozart Debt Merger Subordinated Inc. 3.875%

1.16
4,460,088
Corporate

LBM Acquisition LLC 6.25%

1.06
4,062,738
Corporate

Tenet Healthcare Corporation 6.125%

1.04
3,992,237
Corporate

Weatherford International Ltd Bermuda 8.625%

1.04
3,989,663
Corporate

Enerflex Ltd 9%

0.92
3,532,406
Corporate

Uber Technologies Inc 4.5%

0.90
3,447,396
Corporate

TransDigm, Inc. 6.25%

0.90
3,447,142
Corporate

FMG Resources (August 2006) Pty Ltd. 5.875%

0.88
3,369,616
Corporate

United Rentals (North America), Inc. 4.875%

0.82
3,149,302
Corporate