Morningstar

Hartford Hybrid and Credit Opportunities Fund Class I HFHIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis HFHIX

Will HFHIX outperform in the 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 HFHIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Associate Director Tom Murphy

Tom Murphy

Associate Director

Summary

Process pitfalls undercut the team’s potential. As Hartford Floating Rate's reshuffled management team navigates the challenges of improving an inconsistent approach, the strategy’s Process rating merits a downgrade to Below Average from Average.

by Tom Murphy
Rated on Published on

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