The experienced managers running Hartford Municipal Opportunities follow a prudent, research-based approach to build this portfolio. The team remains on the smaller side by industry standards and has experienced some turnover, but newer hires bring some experience to the effort. The strategy earns a Morningstar Analyst Rating of Neutral on most share classes and Negative on its most expensive shares.
Will HHMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HHMAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HHMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HHMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.