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Hartford Floating Rate C HFLCX

Analyst rating as of
NAV / 1-Day Return
8.49  /  0.01 %
Total Assets
2.1 Bil
Adj. Expense Ratio
1.760%
Expense Ratio
1.760%
Fee Level
Average
Longest Manager Tenure
4.07 years
Category
Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
2,000
Status
Open
TTM Yield
2.27%
Effective Duration
0.24 years
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Morningstar’s Analysis

Will HFLCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Improving.

Summary

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Veteran manager Mike Bacevich retired at the end of June 2019, leaving behind a solid team of managers and analysts. As new lead manager David Marshak puts his mark on this strategy, a wait-and-see approach is warranted. Hartford Floating Rate earns a Morningstar Analyst Rating of Neutral across share classes, except for its most expensive, which earns a Negative.

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