Advertisement
Skip to Content
Morningstar

Hartford High Yield R4 HAHSX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 6.60  /  0.06 %
  • Total Assets 376.0 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.86%
  • Effective Duration 3.81 years

USD | NAV as of May 26, 2023 | 1-Day Return as of May 26, 2023, 10:18 PM GMT+0

Morningstar’s Analysis HAHSX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

A strong Parent Pillar rating isn't sufficient for Hartford High Yield R4 to overcome lower marks in Process and other areas. This strategy retains its Morningstar Medalist Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HAHSX

More HAHSX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 0
  • Bond Holdings 289
  • Other Holdings 10
  • % Assets in Top 10 Holdings 9.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

1.57
5,958,908
Cash and Equivalents

United States Treasury Bills 0.01%

1.52
5,797,203
Government

Mozart Debt Merger Subordinated Inc. 3.875%

1.18
4,482,508
Corporate

Tenet Healthcare Corporation 6.125%

1.07
4,073,931
Corporate

Weatherford International Ltd Bermuda 8.625%

1.05
3,976,736
Corporate

FMG Resources (August 2006) Pty Ltd. 5.875%

1.00
3,790,405
Corporate

LBM Acquisition LLC 6.25%

0.97
3,691,122
Corporate

Petsmart Inc / Petsmart Financial Corporation 4.75%

0.95
3,625,030
Corporate

Enerflex Ltd 9%

0.93
3,537,220
Corporate

TransDigm, Inc. 6.25%

0.92
3,499,481
Corporate