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Hartford Municipal Opportunities A HHMAX

Analyst rating as of
NAV / 1-Day Return
8.17  /  0.13 %
Total Assets
1.8 Bil
Adj. Expense Ratio
0.660%
Expense Ratio
0.660%
Fee Level
Low
Longest Manager Tenure
10.32 years
Category
Muni National Interm
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.72%
Effective Duration
5.27 years

Morningstar’s Analysis

Will HHMAX outperform in future?

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

A solid, bottom-up research-based approach to the muni market.

Associate Director

Summary

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The experienced managers running Hartford Municipal Opportunities follow a sensible, research-based approach to build this portfolio. The team remains on the smaller side by industry standards and has experienced some turnover in its analyst ranks but benefits from collaboration and remains in good hands. The strategy earns a Morningstar Analyst Rating of Neutral on most share classes and Negative on its most expensive shares.

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