Morningstar

Hartford Low Duration High Income Fund Class R3 HFHRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 8.84  /  −0.11 %
  • Total Assets 141.6M
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 6.62%
  • Effective Duration 1.37 years

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HFHRX

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

  • People Pillar

    The People Pillar is our evaluation of the HFHRX 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 HFHRX’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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Portfolio Holdings HFHRX

More HFHRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Sept 26

22.26 37M
Government

Usd

2.62 4M
Cash and Equivalents

Government National Mortgage Association 5.5%

2.28 4M
Securitized

Government National Mortgage Association 5.5%

1.71 3M
Securitized

Government National Mortgage Association 5.5%

1.65 3M
Securitized

Cifc Fdg 2018-Iv Ltd / Cifc Fdg 2018-Iv Llc 8.53038%

0.92 2M
Securitized

Apidos CLO XVIII-R 5.56364%

0.91 2M
Securitized

PALMER SQUARE CLO 2021-1 LTD 8.42523%

0.86 1M
Securitized

ALINEA CLO LTD 9.62523%

0.86 1M
Securitized

Symphony CLO XXII LTD/LLC 10.18684%

0.76 1M
Securitized

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