Hartford Municipal Opportunities’ experienced comanagers and disciplined approach are a draw, but continued turnover on this modestly sized team limits our conviction. It earns a Neutral Morningstar Medalist Rating on Hartford Municipal Opportunities ETF and most shares of its mutual fund sibling, Hartford Municipal Opportunities, except for its most expensive C share class, which is rated Negative.
- NAV / 1-Day Return 7.92 / 0.14 %
- Total Assets 1.7 Bil
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Adj. Expense Ratio
- Expense Ratio 0.670%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Muni National Interm
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 2.48%
- Effective Duration 5.23 years
Morningstar’s Analysis HHMAX
Will HHMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 757
- Other Holdings 9
- % Assets in Top 10 Holdings 10.1