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Hartford Low Duration High Inc R4 HFHSX Fund Analysis

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

Morningstar’s Analysis HFHSX

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

  • People Pillar

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

Hartford Low Duration High Inc R4's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 second-highest quintile among peers. The strategy changed its peer group last February, moving from the Bank Loan category to the High Yield Bond Morningstar Category.

by Morningstar Manager Research
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