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Hartford Municipal Opportunities A HHMAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
9.22  /  0.01 %
Total Assets
1.7 Bil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Low
Longest Manager Tenure
9.41 years
Category
Muni National Interm
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.59%
Effective Duration
5.24 years

USD | NAV as of Jul 30, 2021 | 1-Day Return as of Jul 30, 2021, 8:59 PM GMT+00:00

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Morningstar’s Analysis

Will HHMAX outperform in future?

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

Process Pillar

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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.

People Pillar

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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.

Parent Pillar

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The Parent Pillar is our rating of HHMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced managers follow a prudent, bottom-up approach to build this portfolio.

Senior Analyst

Summary

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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.

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